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
1676
$13.3M ﹤0.01%
532,500
-105,560
1677
$13.3M ﹤0.01%
1,959,676
+30,952
1678
$13.3M ﹤0.01%
288,395
-194,417
1679
$13.3M ﹤0.01%
21,518,760
-7,388,680
1680
$13.3M ﹤0.01%
2,727,290
+1,441,330
1681
$13.3M ﹤0.01%
402,854
+185,269
1682
$13.2M ﹤0.01%
439,067
+288,370
1683
$13.2M ﹤0.01%
238,299
+83,777
1684
$13.2M ﹤0.01%
353,674
-31,204
1685
$13.2M ﹤0.01%
377,788
-160,940
1686
$13.2M ﹤0.01%
211,060
-82,384
1687
$13.1M ﹤0.01%
371,957
+180,807
1688
$13.1M ﹤0.01%
606,664
+155,007
1689
$13.1M ﹤0.01%
811,065
+604,328
1690
$13.1M ﹤0.01%
831,339
+641,195
1691
$13.1M ﹤0.01%
927,819
+69,564
1692
$13.1M ﹤0.01%
752,392
+236,998
1693
$13.1M ﹤0.01%
817,529
-181,000
1694
$13.1M ﹤0.01%
145,816
-16,742
1695
$13M ﹤0.01%
251,753
+1,654
1696
$13M ﹤0.01%
555,796
+494,683
1697
$13M ﹤0.01%
779,681
+522,405
1698
$13M ﹤0.01%
407,195
+281,926
1699
$13M ﹤0.01%
927,852
+290,579
1700
$13M ﹤0.01%
214,443
-61,907
66 67
68
69 70