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
1176
$26.2M 0.01%
5,220,424
-1,384,492
1177
$26M 0.01%
412,630
-571,036
1178
$26M 0.01%
543,963
-609,598
1179
$26M 0.01%
213,437
-153,215
1180
$26M 0.01%
1,073,666
+307,680
1181
$25.9M 0.01%
458,635
+317,097
1182
$25.9M 0.01%
1,087,596
-21,772
1183
$25.9M 0.01%
1,449,046
+417,408
1184
$25.9M 0.01%
354,517
-32,617
1185
$25.8M 0.01%
1,903,232
+475,933
1186
$25.7M 0.01%
574,374
+99,301
1187
$25.7M 0.01%
999,517
+627,989
1188
$25.6M 0.01%
4,303,043
+1,143,623
1189
$25.6M 0.01%
2,184,494
+1,629,266
1190
$25.6M 0.01%
1,236,410
+162,743
1191
$25.6M 0.01%
1,855,494
-141,768
1192
$25.6M 0.01%
370,300
+54,482
1193
$25.5M 0.01%
543,554
+196,526
1194
$25.5M 0.01%
185,972
+113,203
1195
$25.5M 0.01%
386,904
-167,245
1196
$25.5M 0.01%
352,597
+3,906
1197
$25.5M 0.01%
441,444
-38,434
1198
$25.4M 0.01%
1,366,902
-3,627,396
1199
$25.3M 0.01%
548,688
-422,608
1200
$25.3M 0.01%
920,547
-35,634
46 47
48
49 50