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
1601
$14.9M 0.01%
919,107
+184,409
1602
$14.9M 0.01%
1,753,220
-602,730
1603
$14.9M 0.01%
316,820
-218,877
1604
$14.9M 0.01%
639,184
+190,804
1605
$14.9M 0.01%
518,862
-191,969
1606
$14.9M 0.01%
314,314
-439,494
1607
$14.9M 0.01%
1,093,114
+363,111
1608
$14.8M 0.01%
323,424
-23,036
1609
$14.8M 0.01%
1,005,037
+525,411
1610
$14.8M 0.01%
1,397,408
+99,966
1611
$14.8M 0.01%
94,322
-17,647
1612
$14.7M 0.01%
210,848
-5,253
1613
$14.7M 0.01%
265,934
-7,378
1614
$14.7M 0.01%
1,894,371
-85,340
1615
$14.6M 0.01%
1,127,527
-114,894
1616
$14.6M 0.01%
1,437,308
+205,225
1617
$14.6M 0.01%
+846,819
1618
$14.6M 0.01%
704,408
+269,916
1619
$14.6M 0.01%
1,253,296
+10,648
1620
$14.5M 0.01%
1,470,719
-177,957
1621
$14.5M 0.01%
584,596
+25,182
1622
$14.5M 0.01%
404,850
-7,587
1623
$14.4M 0.01%
796,338
+483,624
1624
$14.4M 0.01%
498,324
+55,086
1625
$14.3M 0.01%
435,669
+126,142
63 64
65
66 67