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
1801
$11.3M ﹤0.01%
547,313
+226,030
1802
$11.3M ﹤0.01%
206,089
+71,747
1803
$11.3M ﹤0.01%
323,444
-37,031
1804
$11.3M ﹤0.01%
142,533
-259,090
1805
$11.3M ﹤0.01%
553,386
-197,538
1806
$11.3M ﹤0.01%
341,112
+87,370
1807
$11.3M ﹤0.01%
271,492
-40,337
1808
$11.3M ﹤0.01%
211,635
-4,727
1809
$11.2M ﹤0.01%
223,644
-36,445
1810
$11.2M ﹤0.01%
189,817
+11,692
1811
$11.2M ﹤0.01%
150,848
-24,556
1812
$11.2M ﹤0.01%
537,951
+252,631
1813
$11.2M ﹤0.01%
501,914
-11,500
1814
$11.2M ﹤0.01%
342,447
-236,637
1815
$11.1M ﹤0.01%
430,396
+276,201
1816
$11.1M ﹤0.01%
691,706
+651,936
1817
$11.1M ﹤0.01%
854,624
+121,648
1818
$11.1M ﹤0.01%
457,719
-136,992
1819
$11.1M ﹤0.01%
2,307,063
+1,261,799
1820
$11M ﹤0.01%
175,304
-90,281
1821
$11M ﹤0.01%
230,514
-186,347
1822
$11M ﹤0.01%
96,433
+22,194
1823
$11M ﹤0.01%
310,672
-123,656
1824
$11M ﹤0.01%
2,254,564
+942,276
1825
$10.9M ﹤0.01%
176,697
+47,222
71 72
73
74 75