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
1751
$12.1M ﹤0.01%
1,382,519
+307,879
1752
$12.1M ﹤0.01%
845,622
+29,108
1753
$12M ﹤0.01%
872,888
-206,766
1754
$12M ﹤0.01%
538,099
+64,786
1755
$12M ﹤0.01%
1,316,958
-107,909
1756
$12M ﹤0.01%
128,117
-16,561
1757
$11.9M ﹤0.01%
232,053
+119,430
1758
$11.9M ﹤0.01%
237,239
+111,121
1759
$11.9M ﹤0.01%
+737,234
1760
$11.9M ﹤0.01%
264,111
+238,053
1761
$11.9M ﹤0.01%
168,056
-62,444
1762
$11.9M ﹤0.01%
1,276,334
-742,140
1763
$11.8M ﹤0.01%
474,862
+445,592
1764
$11.8M ﹤0.01%
1,762,295
-217,613
1765
$11.8M ﹤0.01%
848,103
+40,886
1766
$11.8M ﹤0.01%
1,050,161
-1,965,950
1767
$11.8M ﹤0.01%
102,976
-26,993
1768
$11.8M ﹤0.01%
887,543
+715,331
1769
$11.7M ﹤0.01%
863,768
+14,842
1770
$11.7M ﹤0.01%
490,224
-61,943
1771
$11.7M ﹤0.01%
380,285
+163,295
1772
$11.7M ﹤0.01%
1,712,774
+838,614
1773
$11.7M ﹤0.01%
740,536
-799,651
1774
$11.7M ﹤0.01%
611,791
-826,590
1775
$11.7M ﹤0.01%
296,760
+79,640
69 70
71
72 73