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
1626
$14.3M 0.01%
192,968
-37,045
1627
$14.3M 0.01%
938,122
+24,571
1628
$14.3M 0.01%
650,478
-24,764
1629
$14.3M 0.01%
511,539
+23,175
1630
$14.3M 0.01%
563,123
-25,092
1631
$14.3M 0.01%
2,204,762
-1,656,004
1632
$14.3M 0.01%
683,768
-99,230
1633
$14.2M 0.01%
403,352
-136,671
1634
$14.2M 0.01%
728,087
-666,833
1635
$14.2M 0.01%
727,531
+544,676
1636
$14.2M 0.01%
350,227
+18,041
1637
$14.2M 0.01%
478,033
-137,131
1638
$14.2M 0.01%
1,028,535
+388,643
1639
$14.1M 0.01%
276,365
+56,431
1640
$14M 0.01%
225,423
+37,637
1641
$14M 0.01%
122,691
-5,708
1642
$14M 0.01%
194,745
-111,524
1643
$14M 0.01%
193,359
+75,448
1644
$14M 0.01%
118,351
-86,582
1645
$14M 0.01%
118,215
+79,543
1646
$14M 0.01%
169,411
+11,914
1647
$13.9M 0.01%
642,057
-419,443
1648
$13.9M 0.01%
1,032,676
+169,209
1649
$13.9M 0.01%
303,046
+50,184
1650
$13.9M 0.01%
3,778,180
-280,961
64 65
66
67 68