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
1026
$33.3M 0.01%
690,390
-25,446
1027
$33.3M 0.01%
7,647,343
-3,243,201
1028
$33.2M 0.01%
969,653
-2,651,272
1029
$33.1M 0.01%
789,279
+298,991
1030
$33M 0.01%
1,057,103
+19,663
1031
$33M 0.01%
2,026,498
-50,849
1032
$33M 0.01%
467,095
+32,697
1033
$32.9M 0.01%
1,358,004
+1,089,220
1034
$32.8M 0.01%
894,883
-148,239
1035
$32.8M 0.01%
797,156
+35,714
1036
$32.7M 0.01%
2,360,907
-68,295
1037
$32.6M 0.01%
245,594
-114,777
1038
$32.6M 0.01%
920,156
+151,363
1039
$32.4M 0.01%
310,110
+104,862
1040
$32.4M 0.01%
587,325
-51,248
1041
$32.4M 0.01%
2,205,134
-922,884
1042
$32.4M 0.01%
593,824
+52,612
1043
$32.4M 0.01%
1,193,446
+255,906
1044
$32.3M 0.01%
1,492,887
-487,649
1045
$32.2M 0.01%
259,389
-73,440
1046
$32.2M 0.01%
2,642,369
+1,129,553
1047
$32.1M 0.01%
1,096,222
+267,858
1048
$32M 0.01%
1,754,796
-142,718
1049
$32M 0.01%
426,951
+273,342
1050
$31.9M 0.01%
1,223,960
-153,250
40 41
42
43 44