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
1351
$20.1M 0.01%
1,428,725
-725,854
1352
$20.1M 0.01%
385,853
+1,214
1353
$20.1M 0.01%
988,207
-413,267
1354
$20.1M 0.01%
1,217,753
-384,666
1355
$20M 0.01%
326,651
+4,339
1356
$20M 0.01%
1,009,609
-353,400
1357
$20M 0.01%
473,142
-751,420
1358
$20M 0.01%
1,365,422
-33,633
1359
$20M 0.01%
2,786,748
-843,779
1360
$20M 0.01%
502,461
+321,130
1361
$19.9M 0.01%
809,948
+548,127
1362
$19.9M 0.01%
867,574
+424,298
1363
$19.9M 0.01%
2,143,084
-1,827
1364
$19.9M 0.01%
590,911
-42,696
1365
$19.9M 0.01%
1,196,320
-9,668
1366
$19.9M 0.01%
420,587
+95,079
1367
$19.9M 0.01%
1,292,451
-904,997
1368
$19.8M 0.01%
610,759
+70,532
1369
$19.8M 0.01%
553,154
+265,065
1370
$19.8M 0.01%
3,463,343
+400,174
1371
$19.8M 0.01%
1,661,268
-465,904
1372
$19.8M 0.01%
552,521
+41,545
1373
$19.8M 0.01%
401,712
+8,310
1374
$19.8M 0.01%
425,433
+279,451
1375
$19.8M 0.01%
1,288,446
+300,449
53 54
55
56 57