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
2126
$8.2M ﹤0.01%
659,307
+109,536
2127
$8.2M ﹤0.01%
3,612,492
+1,506,478
2128
$8.18M ﹤0.01%
118,670
-154,258
2129
$8.17M ﹤0.01%
287,323
-12,692
2130
$8.17M ﹤0.01%
201,453
-18,561
2131
$8.17M ﹤0.01%
315,518
+58,430
2132
$8.14M ﹤0.01%
621,955
+1,196
2133
$8.13M ﹤0.01%
454,811
+137,057
2134
$8.13M ﹤0.01%
163,985
+2,453
2135
$8.12M ﹤0.01%
399,175
-50,089
2136
$8.11M ﹤0.01%
268,551
-10,554
2137
$8.11M ﹤0.01%
114,306
-46,194
2138
$8.1M ﹤0.01%
3,362,158
+1,066,431
2139
$8.09M ﹤0.01%
2,151,238
+401,111
2140
$8.09M ﹤0.01%
505,802
+98,781
2141
$8.09M ﹤0.01%
99,083
-168,229
2142
$8.07M ﹤0.01%
754,155
+1,149
2143
$8.06M ﹤0.01%
796,869
-1,719
2144
$8.03M ﹤0.01%
154,432
-1,310
2145
$8.02M ﹤0.01%
215,133
-175,797
2146
$8.02M ﹤0.01%
1,208,065
+576,172
2147
$8.02M ﹤0.01%
185,312
-1,641,767
2148
$8.01M ﹤0.01%
14,730
+13,928
2149
$8.01M ﹤0.01%
362,267
+88,719
2150
$8.01M ﹤0.01%
561,858
+383,816
84 85
86
87 88