Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271B
AUM Growth
-$17.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,121
New
Increased
Reduced
Closed

Top Buys

1
+$9.9B
2
+$1.34B
3
+$634M
4
KHC icon
Kraft Heinz
KHC
+$533M
5
NFLX icon
Netflix
NFLX
+$506M

Top Sells

1
+$1.21B
2
+$1.2B
3
+$817M
4
QCOM icon
Qualcomm
QCOM
+$697M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$458M

Sector Composition

1 Healthcare 9.07%
2 Financials 8.9%
3 Technology 7.48%
4 Consumer Discretionary 7.12%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$34.8M 0.01%
1,015,182
+152,351
1002
$34.8M 0.01%
776,001
-44,215
1003
$34.8M 0.01%
932,736
-142,618
1004
$34.8M 0.01%
525,153
+64,666
1005
$34.7M 0.01%
2,445,621
+166,131
1006
$34.7M 0.01%
791,442
-69,510
1007
$34.6M 0.01%
304,218
-19,213
1008
$34.6M 0.01%
595,180
-119,887
1009
$34.3M 0.01%
2,423,070
+569,161
1010
$34.3M 0.01%
1,378,518
+267,766
1011
$34.3M 0.01%
845,681
+15,010
1012
$34.2M 0.01%
1,714,491
+101,454
1013
$34.2M 0.01%
1,898,154
+503,622
1014
$34M 0.01%
1,154,479
-66,478
1015
$33.9M 0.01%
3,459,147
+74,659
1016
$33.7M 0.01%
1,011,765
-408,577
1017
$33.7M 0.01%
1,946,753
+741,382
1018
$33.6M 0.01%
576,530
-482,092
1019
$33.6M 0.01%
2,725,244
+772,543
1020
$33.6M 0.01%
396,514
-110,112
1021
$33.6M 0.01%
546,578
-80,192
1022
$33.6M 0.01%
702,191
-561,625
1023
$33.5M 0.01%
1,771,340
-51,310
1024
$33.5M 0.01%
1,108,511
-21,801
1025
$33.4M 0.01%
1,553,871
+285,266
39 40
41
42 43