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
1301
$21.8M 0.01%
527,043
+490,157
1302
$21.6M 0.01%
278,345
+36,101
1303
$21.6M 0.01%
1,043,208
+6,248
1304
$21.6M 0.01%
1,417,657
-2,730,398
1305
$21.6M 0.01%
846,100
1306
$21.6M 0.01%
254,584
-678,176
1307
$21.5M 0.01%
1,049,595
+371,763
1308
$21.5M 0.01%
1,262,721
+834,503
1309
$21.5M 0.01%
2,355,282
+2,239,965
1310
$21.4M 0.01%
189,120
+114,363
1311
$21.4M 0.01%
1,634,059
+440,403
1312
$21.3M 0.01%
887,389
+192,331
1313
$21.3M 0.01%
505,228
+12,375
1314
$21.2M 0.01%
776,090
+248,816
1315
$21.2M 0.01%
44,936
+18,842
1316
$21.1M 0.01%
698,830
+302,027
1317
$21.1M 0.01%
5,786,025
+589,209
1318
$21.1M 0.01%
488,642
+185,474
1319
$21.1M 0.01%
305,739
+40,739
1320
$21M 0.01%
1,178,019
+1,059,971
1321
$20.9M 0.01%
482,491
+315,086
1322
$20.9M 0.01%
781,736
-246,838
1323
$20.8M 0.01%
302,882
+35,864
1324
$20.8M 0.01%
1,301,021
+343,068
1325
$20.8M 0.01%
2,211,799
+1,227,892
51 52
53
54 55