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
1326
$20.8M 0.01%
1,145,017
+540,916
1327
$20.8M 0.01%
542,363
+60,685
1328
$20.7M 0.01%
210,919
+24,612
1329
$20.6M 0.01%
200,853
-6,627
1330
$20.6M 0.01%
197,385
+733
1331
$20.6M 0.01%
77,714
-10,945
1332
$20.6M 0.01%
834,039
+34,501
1333
$20.5M 0.01%
613,045
-91,854
1334
$20.5M 0.01%
592,046
-206,362
1335
$20.5M 0.01%
1,619,886
+10,674
1336
$20.5M 0.01%
639,411
-1,221,305
1337
$20.4M 0.01%
219,759
+13,500
1338
$20.4M 0.01%
610,950
+326,688
1339
$20.4M 0.01%
1,003,230
-341,307
1340
$20.4M 0.01%
754,201
-3,250
1341
$20.4M 0.01%
746,397
+353,539
1342
$20.3M 0.01%
218,638
-148,456
1343
$20.3M 0.01%
122,194
+84,160
1344
$20.3M 0.01%
494,187
+133,220
1345
$20.3M 0.01%
356,267
+95,157
1346
$20.3M 0.01%
655,879
-379,056
1347
$20.2M 0.01%
2,003,968
+1,193,187
1348
$20.2M 0.01%
871,866
+834,672
1349
$20.2M 0.01%
225,591
-35,640
1350
$20.2M 0.01%
564,754
+16,579
52 53
54
55 56