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
1651
$13.9M 0.01%
1,049,882
-98,005
1652
$13.9M 0.01%
10,264
+170
1653
$13.9M 0.01%
274,846
-18,424
1654
$13.8M 0.01%
326,475
+72,441
1655
$13.8M 0.01%
284,354
-6,177
1656
$13.8M 0.01%
1,001,940
-41,684
1657
$13.8M 0.01%
566,671
-47,520
1658
$13.7M 0.01%
859,197
-240,235
1659
$13.7M 0.01%
904,150
+354,484
1660
$13.7M 0.01%
397,442
+89,173
1661
$13.7M 0.01%
1,081,193
-188,262
1662
$13.7M 0.01%
456,223
+51,866
1663
$13.7M 0.01%
737,124
-1,045,770
1664
$13.7M 0.01%
359,895
+109,002
1665
$13.7M 0.01%
563,757
+73,607
1666
$13.6M 0.01%
1,263,134
-274,516
1667
$13.6M 0.01%
1,373,132
-66,934
1668
$13.6M 0.01%
339,474
+214,982
1669
$13.6M 0.01%
3,226,724
-32,129
1670
$13.5M 0.01%
144,877
+116,371
1671
$13.4M 0.01%
1,009,289
-63,777
1672
$13.4M 0.01%
558,285
-91,750
1673
$13.4M 0.01%
395,110
-75,300
1674
$13.4M ﹤0.01%
295,353
-50,731
1675
$13.4M ﹤0.01%
267,273
-61,110
65 66
67
68 69