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
1826
$10.9M ﹤0.01%
332,352
+39,308
1827
$10.9M ﹤0.01%
357,214
+270,834
1828
$10.9M ﹤0.01%
109,000
1829
$10.9M ﹤0.01%
749,028
-162,908
1830
$10.9M ﹤0.01%
267,833
+133,130
1831
$10.9M ﹤0.01%
710,709
-60,997
1832
$10.9M ﹤0.01%
191,587
-31,321
1833
$10.9M ﹤0.01%
395,687
-64,980
1834
$10.8M ﹤0.01%
293,000
1835
$10.8M ﹤0.01%
672
+548
1836
$10.8M ﹤0.01%
722,659
+23,744
1837
$10.8M ﹤0.01%
360,316
+175,284
1838
$10.8M ﹤0.01%
487,289
+484,732
1839
$10.8M ﹤0.01%
668,770
+119,255
1840
$10.8M ﹤0.01%
383,676
-57,051
1841
$10.8M ﹤0.01%
492,850
-559,815
1842
$10.8M ﹤0.01%
399,477
-360,834
1843
$10.8M ﹤0.01%
394,195
+125,692
1844
$10.7M ﹤0.01%
186,332
-201,138
1845
$10.7M ﹤0.01%
1,408,374
+962,958
1846
$10.7M ﹤0.01%
34
+19
1847
$10.7M ﹤0.01%
509,162
+128,452
1848
$10.7M ﹤0.01%
767,292
-13,435
1849
$10.7M ﹤0.01%
91,110
-227,513
1850
$10.7M ﹤0.01%
1,185,321
-102,756
72 73
74
75 76