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
1526
$16.5M 0.01%
506,940
+133,704
1527
$16.5M 0.01%
595,395
+30,944
1528
$16.4M 0.01%
181,483
+20,711
1529
$16.4M 0.01%
366,606
-12,095
1530
$16.4M 0.01%
726,808
+600,525
1531
$16.4M 0.01%
372,533
-309,507
1532
$16.3M 0.01%
298,679
+69,567
1533
$16.3M 0.01%
978,659
-37,714
1534
$16.3M 0.01%
430,891
+95,129
1535
$16.3M 0.01%
536,073
+525,756
1536
$16.2M 0.01%
625,943
+365,186
1537
$16.2M 0.01%
351,189
-15,739
1538
$16.2M 0.01%
381,083
-72,563
1539
$16.2M 0.01%
1,002,688
+749,174
1540
$16.2M 0.01%
407,062
-215,632
1541
$16.2M 0.01%
575,007
+52,496
1542
$16.1M 0.01%
868,821
+96,761
1543
$16.1M 0.01%
332,799
+96,537
1544
$16.1M 0.01%
263,869
+253,175
1545
$16.1M 0.01%
994,464
-153,192
1546
$16.1M 0.01%
1,132,003
+224,824
1547
$16.1M 0.01%
984,980
+238,420
1548
$16M 0.01%
1,101,006
+41,779
1549
$16M 0.01%
719,386
+122,263
1550
$16M 0.01%
349,145
+2,059