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
1101
$29.3M 0.01%
573,664
-88,304
1102
$29.2M 0.01%
12,820,859
-8,572,556
1103
$29.2M 0.01%
1,620,814
+861,343
1104
$29.1M 0.01%
529,366
+33,626
1105
$29.1M 0.01%
3,037,891
-268,764
1106
$29.1M 0.01%
624,806
+22,071
1107
$29M 0.01%
1,021,699
+170,107
1108
$29M 0.01%
1,659,175
+781,846
1109
$29M 0.01%
1,374,938
-433,989
1110
$29M 0.01%
940,297
+447,690
1111
$29M 0.01%
906,374
+402,123
1112
$28.9M 0.01%
598,137
+143,800
1113
$28.9M 0.01%
1,190,323
+362,511
1114
$28.8M 0.01%
310,928
-111,448
1115
$28.7M 0.01%
1,016,697
+121,146
1116
$28.7M 0.01%
579,474
+79,548
1117
$28.6M 0.01%
2,131,695
-38,489
1118
$28.6M 0.01%
1,125,558
-1,166,980
1119
$28.5M 0.01%
1,330,456
+760,928
1120
$28.5M 0.01%
234,810
-15,223
1121
$28.5M 0.01%
590,412
-30,596
1122
$28.4M 0.01%
709,238
-1,307,839
1123
$28.4M 0.01%
1,319,792
+42,598
1124
$28.3M 0.01%
3,392,439
+1,724,118
1125
$28.3M 0.01%
742,767
-113,661
43 44
45
46 47