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
2051
$8.73M ﹤0.01%
276,743
-220,543
2052
$8.73M ﹤0.01%
223,400
+901
2053
$8.73M ﹤0.01%
665,105
+149,900
2054
$8.73M ﹤0.01%
258,241
+83,977
2055
$8.73M ﹤0.01%
113,620
-53,765
2056
$8.72M ﹤0.01%
191,572
+15,432
2057
$8.72M ﹤0.01%
472,461
-195,226
2058
$8.71M ﹤0.01%
983,447
+11,813
2059
$8.7M ﹤0.01%
165,287
-76,357
2060
$8.7M ﹤0.01%
79,461
-2,380
2061
$8.7M ﹤0.01%
520,362
-204,261
2062
$8.7M ﹤0.01%
182,027
-79,222
2063
$8.69M ﹤0.01%
539,753
+65,044
2064
$8.69M ﹤0.01%
142,933
+88,827
2065
$8.68M ﹤0.01%
299,338
-343,309
2066
$8.67M ﹤0.01%
341,742
-1,925
2067
$8.67M ﹤0.01%
1,172,580
+289,209
2068
$8.63M ﹤0.01%
762,551
-39,547
2069
$8.63M ﹤0.01%
968,092
+484,397
2070
$8.62M ﹤0.01%
236,350
-81,572
2071
$8.61M ﹤0.01%
146,743
-43,635
2072
$8.6M ﹤0.01%
397,598
-8,858
2073
$8.59M ﹤0.01%
295,871
+114,879
2074
$8.59M ﹤0.01%
107,036
+10,853
2075
$8.58M ﹤0.01%
459,359
-47,059