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
1551
$16M 0.01%
2,297,678
-193,189
1552
$15.9M 0.01%
33,946
-10,226
1553
$15.8M 0.01%
553,588
-18,549
1554
$15.8M 0.01%
862,948
-593,717
1555
$15.8M 0.01%
557,282
+265,152
1556
$15.8M 0.01%
386,975
-231,539
1557
$15.7M 0.01%
1,002,302
-126,426
1558
$15.7M 0.01%
2,813,079
+226,492
1559
$15.7M 0.01%
599,198
-461,233
1560
$15.6M 0.01%
1,230,252
+483,975
1561
$15.6M 0.01%
502,496
-105,726
1562
$15.6M 0.01%
377,225
-160,152
1563
$15.6M 0.01%
412,518
-40,607
1564
$15.6M 0.01%
773,190
-1,170,108
1565
$15.6M 0.01%
147,869
-17,691
1566
$15.5M 0.01%
862,758
+57,025
1567
$15.5M 0.01%
600,255
-25,003
1568
$15.5M 0.01%
1,078,335
+23,591
1569
$15.5M 0.01%
442,641
+39,365
1570
$15.5M 0.01%
152,417
+36,810
1571
$15.5M 0.01%
757,012
-718,055
1572
$15.5M 0.01%
467,022
+38,379
1573
$15.4M 0.01%
133,221
+76,663
1574
$15.4M 0.01%
1,584,496
+49,416
1575
$15.4M 0.01%
478,508
-8,127
61 62
63
64 65