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
2151
$7.99M ﹤0.01%
133,368
+32,765
2152
$7.98M ﹤0.01%
166,626
+16,221
2153
$7.97M ﹤0.01%
136,787
+24,078
2154
$7.94M ﹤0.01%
868,661
-25,047
2155
$7.94M ﹤0.01%
652,672
-152,452
2156
$7.92M ﹤0.01%
295,026
+134,487
2157
$7.92M ﹤0.01%
852,598
+585,927
2158
$7.92M ﹤0.01%
219,685
+102,002
2159
$7.91M ﹤0.01%
980,256
+309,057
2160
$7.91M ﹤0.01%
281,926
-54,247
2161
$7.89M ﹤0.01%
289,578
-18,331
2162
$7.89M ﹤0.01%
283,759
-14,837
2163
$7.88M ﹤0.01%
484,818
-97,820
2164
$7.88M ﹤0.01%
137,525
-46,921
2165
$7.87M ﹤0.01%
407,528
-178,587
2166
$7.86M ﹤0.01%
494,962
-35,243
2167
$7.86M ﹤0.01%
81,310
-20,577
2168
$7.85M ﹤0.01%
407,530
+11,235
2169
$7.85M ﹤0.01%
120,830
-108,070
2170
$7.84M ﹤0.01%
154,939
-137,421
2171
$7.83M ﹤0.01%
706,350
+51,903
2172
$7.82M ﹤0.01%
141,343
-427,985
2173
$7.8M ﹤0.01%
456,176
-49,330
2174
$7.79M ﹤0.01%
603,054
-70,082
2175
$7.78M ﹤0.01%
208,109
-62,336
85 86
87
88 89