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
1226
$24.1M 0.01%
3,743,483
-25,138
1227
$24M 0.01%
907,748
-169,064
1228
$24M 0.01%
524,499
+314,733
1229
$24M 0.01%
2,852,545
+967,596
1230
$23.9M 0.01%
1,786,471
+148,781
1231
$23.9M 0.01%
485,656
+290,435
1232
$23.9M 0.01%
110,428
+88,596
1233
$23.9M 0.01%
1,052,160
-98,668
1234
$23.8M 0.01%
605,403
-2,605
1235
$23.8M 0.01%
601,305
+168,082
1236
$23.8M 0.01%
1,139,915
-53,821
1237
$23.7M 0.01%
384,513
+175,692
1238
$23.6M 0.01%
1,199,121
+50,499
1239
$23.5M 0.01%
390,962
-346,822
1240
$23.5M 0.01%
743,488
+213,096
1241
$23.4M 0.01%
1,851,252
-455,949
1242
$23.4M 0.01%
634,109
+24,590
1243
$23.3M 0.01%
348,554
+20,397
1244
$23.3M 0.01%
245,622
-5,980
1245
$23.3M 0.01%
136,269
+60,280
1246
$23.3M 0.01%
231,442
+114,981
1247
$23.3M 0.01%
1,862,839
-125,657
1248
$23.2M 0.01%
248,063
+90,520
1249
$23.2M 0.01%
526,534
+271,578
1250
$23.1M 0.01%
798,929
-468,098
48 49
50
51 52