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
1276
$22.5M 0.01%
795,761
+260,324
1277
$22.5M 0.01%
465,720
+179,603
1278
$22.4M 0.01%
932,616
+69,696
1279
$22.4M 0.01%
1,154,535
+506,726
1280
$22.3M 0.01%
1,167,759
-152,375
1281
$22.2M 0.01%
1,850,664
+699,011
1282
$22.2M 0.01%
704,339
-132,496
1283
$22.2M 0.01%
568,685
+64,095
1284
$22.2M 0.01%
620,052
-482,395
1285
$22.2M 0.01%
114,600
-1,734,630
1286
$22.2M 0.01%
1,272,654
-724,750
1287
$22.1M 0.01%
996,426
-208,950
1288
$22.1M 0.01%
1,130,517
+58,637
1289
$22.1M 0.01%
391,742
-92,191
1290
$22.1M 0.01%
657,966
-216,816
1291
$22M 0.01%
272,415
-622
1292
$22M 0.01%
481,594
-71,503
1293
$22M 0.01%
407,489
-189,368
1294
$22M 0.01%
437,764
-66,075
1295
$22M 0.01%
1,719,163
-71,648
1296
$21.9M 0.01%
961,593
+325,194
1297
$21.8M 0.01%
1,071,841
+12,583
1298
$21.8M 0.01%
283,570
-3,162
1299
$21.8M 0.01%
1,407,578
-97,490
1300
$21.8M 0.01%
181,681
-199,925
50 51
52
53 54