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
1776
$11.6M ﹤0.01%
236,566
-783,435
1777
$11.6M ﹤0.01%
321,381
-265,356
1778
$11.6M ﹤0.01%
374,380
+9,466
1779
$11.6M ﹤0.01%
320,705
-88,579
1780
$11.6M ﹤0.01%
117,839
-27,370
1781
$11.6M ﹤0.01%
571,825
+567,917
1782
$11.6M ﹤0.01%
896,587
+137,590
1783
$11.6M ﹤0.01%
1,411,333
+59,346
1784
$11.5M ﹤0.01%
439,807
-49,215
1785
$11.5M ﹤0.01%
331,915
+106,046
1786
$11.5M ﹤0.01%
437,873
+329,763
1787
$11.5M ﹤0.01%
166,025
-1,510
1788
$11.5M ﹤0.01%
263,152
+14,468
1789
$11.5M ﹤0.01%
265,895
-15,103
1790
$11.5M ﹤0.01%
132,009
+58,858
1791
$11.5M ﹤0.01%
242,879
-10,780
1792
$11.4M ﹤0.01%
337,621
-106,518
1793
$11.4M ﹤0.01%
566,174
+5,568
1794
$11.4M ﹤0.01%
+284,900
1795
$11.4M ﹤0.01%
195,838
-50,015
1796
$11.4M ﹤0.01%
294,782
-110,537
1797
$11.4M ﹤0.01%
231,425
-32,440
1798
$11.4M ﹤0.01%
1,283,190
+1,065,109
1799
$11.4M ﹤0.01%
179,659
+128,628
1800
$11.3M ﹤0.01%
129,808
+25,906
70 71
72
73 74