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
1451
$18M 0.01%
1,131,813
-458,569
1452
$18M 0.01%
1,479,412
-143,142
1453
$18M 0.01%
460,690
-161,183
1454
$17.9M 0.01%
999,541
-392,448
1455
$17.9M 0.01%
22,282
+12,625
1456
$17.8M 0.01%
266,230
+138,634
1457
$17.8M 0.01%
612,666
+258,480
1458
$17.8M 0.01%
1,028,030
+33,525
1459
$17.8M 0.01%
1,242,786
+818,933
1460
$17.8M 0.01%
921,927
+796,672
1461
$17.8M 0.01%
391,652
+74,921
1462
$17.7M 0.01%
2,223,985
-115,532
1463
$17.7M 0.01%
1,572,900
+115,389
1464
$17.7M 0.01%
781,636
-58,940
1465
$17.7M 0.01%
314,108
+28,257
1466
$17.7M 0.01%
697,145
+141,540
1467
$17.7M 0.01%
860,235
-183,587
1468
$17.6M 0.01%
587,444
-4,750
1469
$17.6M 0.01%
269,959
-15,743
1470
$17.6M 0.01%
270,930
-299,262
1471
$17.6M 0.01%
290,500
+54,946
1472
$17.6M 0.01%
775,945
+299,673
1473
$17.5M 0.01%
391,187
-52,066
1474
$17.5M 0.01%
288,181
-14,726
1475
$17.5M 0.01%
944,697
+543,254
57 58
59
60 61