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
1151
$27.1M 0.01%
824,462
+76,882
1152
$27.1M 0.01%
1,720,374
+3,347
1153
$27M 0.01%
2,787,230
+1,950,869
1154
$27M 0.01%
2,115,977
-79,390
1155
$27M 0.01%
902,292
-93,117
1156
$27M 0.01%
3,465,193
+673,744
1157
$26.9M 0.01%
377,786
+105,627
1158
$26.8M 0.01%
315,292
+221,568
1159
$26.8M 0.01%
300,446
-92,960
1160
$26.7M 0.01%
2,800,608
+844,146
1161
$26.7M 0.01%
1,193,176
-152,466
1162
$26.7M 0.01%
390,741
+73,132
1163
$26.6M 0.01%
291,937
-234,740
1164
$26.6M 0.01%
783,896
-238,374
1165
$26.6M 0.01%
265,508
+39,931
1166
$26.6M 0.01%
821,585
-377,733
1167
$26.5M 0.01%
174,554
-30,184
1168
$26.5M 0.01%
1,686,766
+345,289
1169
$26.4M 0.01%
483,900
+314,599
1170
$26.3M 0.01%
452,269
-219,870
1171
$26.3M 0.01%
1,730,497
+1,003,983
1172
$26.3M 0.01%
1,990,671
-226,826
1173
$26.3M 0.01%
989,630
-107,053
1174
$26.3M 0.01%
892,394
-255,742
1175
$26.2M 0.01%
530,573
-16,010
45 46
47
48 49