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
1401
$19.1M 0.01%
354,780
+53,152
1402
$19M 0.01%
897,798
-68,412
1403
$19M 0.01%
1,296,519
-415,938
1404
$18.9M 0.01%
1,094,061
+927,669
1405
$18.9M 0.01%
214,882
-202,335
1406
$18.9M 0.01%
1,705,636
-58,749
1407
$18.9M 0.01%
729,772
-22,797
1408
$18.9M 0.01%
+407,235
1409
$18.9M 0.01%
257,047
-21,595
1410
$18.8M 0.01%
675,909
-130,469
1411
$18.8M 0.01%
348,537
+281,587
1412
$18.8M 0.01%
373,852
-63,310
1413
$18.7M 0.01%
812,522
-200,347
1414
$18.7M 0.01%
853,753
-50,476
1415
$18.7M 0.01%
1,897,823
-142,450
1416
$18.7M 0.01%
473,655
+320,132
1417
$18.7M 0.01%
593,158
+66,206
1418
$18.7M 0.01%
172,879
-18,865
1419
$18.7M 0.01%
1,050,327
-115,962
1420
$18.7M 0.01%
1,032,027
-64,710
1421
$18.6M 0.01%
503,718
-3,734
1422
$18.6M 0.01%
1,277,081
+153,350
1423
$18.6M 0.01%
847,946
+493,496
1424
$18.6M 0.01%
1,228,319
+10,053
1425
$18.6M 0.01%
628,430
-86,649
55 56
57
58 59