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
1251
$23.1M 0.01%
1,573,503
+767,508
1252
$23M 0.01%
752,341
-210,654
1253
$23M 0.01%
571,944
+68,077
1254
$23M 0.01%
666,987
+369,614
1255
$23M 0.01%
1,729,640
+159,250
1256
$23M 0.01%
1,093,692
-156,509
1257
$22.9M 0.01%
572,855
+194,645
1258
$22.9M 0.01%
1,201,611
+293,545
1259
$22.9M 0.01%
1,391,185
+133,086
1260
$22.9M 0.01%
728,451
+112,717
1261
$22.9M 0.01%
3,204,879
+350,552
1262
$22.8M 0.01%
634,024
+196,045
1263
$22.8M 0.01%
1,822,625
-505,521
1264
$22.8M 0.01%
937,092
-30,938
1265
$22.7M 0.01%
2,776,173
+1,369,853
1266
$22.7M 0.01%
349,286
-28,466
1267
$22.7M 0.01%
1,576,616
-74,014
1268
$22.7M 0.01%
837,539
+146,063
1269
$22.7M 0.01%
906,908
-6,400
1270
$22.7M 0.01%
2,613,826
+225,823
1271
$22.6M 0.01%
360,735
+63,460
1272
$22.6M 0.01%
593,020
-769,778
1273
$22.6M 0.01%
286,482
+44,743
1274
$22.6M 0.01%
424,590
-60,430
1275
$22.5M 0.01%
1,629,262
-206,589
49 50
51
52 53