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
1376
$19.8M 0.01%
878,860
+12,814
1377
$19.7M 0.01%
710,483
-75,524
1378
$19.7M 0.01%
920,136
-42,984
1379
$19.7M 0.01%
559,491
-208,779
1380
$19.7M 0.01%
1,384,968
+49,555
1381
$19.7M 0.01%
511,963
+153,311
1382
$19.6M 0.01%
664,773
+99,634
1383
$19.6M 0.01%
608,618
-31,761
1384
$19.6M 0.01%
1,195,237
+768,006
1385
$19.6M 0.01%
4,182,441
-378,248
1386
$19.6M 0.01%
599,934
+51,185
1387
$19.6M 0.01%
146,577
-7,726
1388
$19.5M 0.01%
737,702
-40,694
1389
$19.5M 0.01%
769,443
+35,746
1390
$19.5M 0.01%
504,688
+104,538
1391
$19.4M 0.01%
168,118
+49,153
1392
$19.3M 0.01%
1,557,834
+201,445
1393
$19.3M 0.01%
433,508
-67,489
1394
$19.2M 0.01%
297,530
+29,221
1395
$19.2M 0.01%
531,933
-327,818
1396
$19.2M 0.01%
197,386
-221,114
1397
$19.2M 0.01%
133,536
+24,506
1398
$19.2M 0.01%
2,090,721
-44,638
1399
$19.1M 0.01%
156,343
-95,218
1400
$19.1M 0.01%
15,001
-15,414
54 55
56
57 58