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
1201
$25.3M 0.01%
443,226
-61,746
1202
$25.2M 0.01%
1,935,686
+8,952
1203
$25.2M 0.01%
584,872
-32,203
1204
$25.2M 0.01%
183,008
-68,382
1205
$25.1M 0.01%
1,038,784
-870,765
1206
$25M 0.01%
605,756
+304,420
1207
$25M 0.01%
663,850
+4,346
1208
$25M 0.01%
571,912
+489,218
1209
$25M 0.01%
938,872
-89,678
1210
$25M 0.01%
584,842
+2,847
1211
$24.9M 0.01%
1,155,531
-2,031,047
1212
$24.9M 0.01%
322,542
-37,252
1213
$24.8M 0.01%
446,099
-325,516
1214
$24.8M 0.01%
534,794
+72,769
1215
$24.7M 0.01%
656,657
-116,575
1216
$24.7M 0.01%
5,369,016
-21,790
1217
$24.7M 0.01%
483,842
-257,116
1218
$24.6M 0.01%
1,785,378
+210,935
1219
$24.6M 0.01%
1,287,222
+778,077
1220
$24.5M 0.01%
382,150
-275,249
1221
$24.3M 0.01%
361,771
-142,355
1222
$24.3M 0.01%
307,253
+214,925
1223
$24.3M 0.01%
571,128
+28,710
1224
$24.3M 0.01%
3,234,700
-155,143
1225
$24.2M 0.01%
3,356,226
+63,238
47 48
49
50 51