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
1426
$18.6M 0.01%
437,257
+21,617
1427
$18.6M 0.01%
2,166,023
-2,428,163
1428
$18.5M 0.01%
445,253
-348,138
1429
$18.5M 0.01%
2,133,386
-50,000
1430
$18.5M 0.01%
434,692
+291,919
1431
$18.5M 0.01%
353,223
-8,879
1432
$18.5M 0.01%
685,675
-77,792
1433
$18.5M 0.01%
532,804
+7,278
1434
$18.4M 0.01%
1,482,426
-10,865
1435
$18.4M 0.01%
407,852
-58,551
1436
$18.4M 0.01%
1,001,834
+21,558
1437
$18.3M 0.01%
533,227
-319,578
1438
$18.3M 0.01%
205,741
+20,232
1439
$18.3M 0.01%
638,920
-67,812
1440
$18.3M 0.01%
1,033,123
-1,030,905
1441
$18.2M 0.01%
1,166,811
+677,281
1442
$18.2M 0.01%
265,856
-241,188
1443
$18.2M 0.01%
1,306,960
+1,100,596
1444
$18.1M 0.01%
685,647
-54,041
1445
$18M 0.01%
813,392
+3,172
1446
$18M 0.01%
527,010
+79,033
1447
$18M 0.01%
434,522
-36,114
1448
$18M 0.01%
506,127
+12,813
1449
$18M 0.01%
1,615,398
-473,637
1450
$18M 0.01%
1,151,394
-12,130
56 57
58
59 60