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
1876
$10.4M ﹤0.01%
1,277,324
+39,285
1877
$10.4M ﹤0.01%
1,339,919
+825,329
1878
$10.4M ﹤0.01%
197,928
-46,935
1879
$10.4M ﹤0.01%
99,206
+85,599
1880
$10.4M ﹤0.01%
128,407
+25,117
1881
$10.4M ﹤0.01%
1,338,674
+959,164
1882
$10.4M ﹤0.01%
272,749
+32,052
1883
$10.4M ﹤0.01%
430,826
+115,351
1884
$10.3M ﹤0.01%
847,290
-21,645
1885
$10.3M ﹤0.01%
1,750,268
+28,671
1886
$10.3M ﹤0.01%
387,988
+74,181
1887
$10.3M ﹤0.01%
1,193,564
+87,138
1888
$10.3M ﹤0.01%
425,938
+24,632
1889
$10.3M ﹤0.01%
95,088
-26,749
1890
$10.3M ﹤0.01%
275,259
+19,031
1891
$10.3M ﹤0.01%
259,061
+21,033
1892
$10.3M ﹤0.01%
199,371
-422,429
1893
$10.2M ﹤0.01%
114,437
+16,434
1894
$10.2M ﹤0.01%
271,489
-26,259
1895
$10.2M ﹤0.01%
621,103
-71,460
1896
$10.2M ﹤0.01%
282,346
+123,097
1897
$10.2M ﹤0.01%
388,494
+50,067
1898
$10.1M ﹤0.01%
142,022
+64,575
1899
$10.1M ﹤0.01%
349,129
-32,108
1900
$10.1M ﹤0.01%
314,697
-139,110
74 75
76
77 78