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
1576
$15.4M 0.01%
195,205
+75,979
1577
$15.4M 0.01%
981,727
-40,854
1578
$15.3M 0.01%
720,946
-10,797
1579
$15.3M 0.01%
759,086
+1,916
1580
$15.3M 0.01%
408,423
+2,490
1581
$15.3M 0.01%
224,508
+17,437
1582
$15.3M 0.01%
508,274
-629,330
1583
$15.3M 0.01%
282,782
+2,687
1584
$15.2M 0.01%
677,314
+36,056
1585
$15.2M 0.01%
518,965
+116,869
1586
$15.2M 0.01%
910,825
+193,351
1587
$15.1M 0.01%
904,634
+339,914
1588
$15.1M 0.01%
228,224
+97,016
1589
$15.1M 0.01%
396,640
-129,229
1590
$15.1M 0.01%
237,855
+113,320
1591
$15.1M 0.01%
668,141
-21,916
1592
$15.1M 0.01%
231,907
+43,180
1593
$15.1M 0.01%
1,340,812
+688,185
1594
$15.1M 0.01%
74,106
+40,077
1595
$15M 0.01%
141,626
-18,809
1596
$15M 0.01%
425,254
+125,643
1597
$15M 0.01%
411,733
+138,161
1598
$15M 0.01%
642,262
+235,206
1599
$15M 0.01%
747,874
-23,888
1600
$14.9M 0.01%
685,734
+355,651
62 63
64
65 66