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
2176
$7.76M ﹤0.01%
287,700
-83,117
2177
$7.75M ﹤0.01%
477,570
+91,229
2178
$7.74M ﹤0.01%
185,852
+59,210
2179
$7.73M ﹤0.01%
996,389
+147,641
2180
$7.72M ﹤0.01%
254,624
-4,546
2181
$7.72M ﹤0.01%
831,609
+86,873
2182
$7.71M ﹤0.01%
328,877
+131,837
2183
$7.71M ﹤0.01%
520,433
+65,171
2184
$7.68M ﹤0.01%
215,625
+45,864
2185
$7.66M ﹤0.01%
339,844
+1,242
2186
$7.66M ﹤0.01%
145,600
-127,648
2187
$7.63M ﹤0.01%
492,596
-581,686
2188
$7.61M ﹤0.01%
232,272
-26,652
2189
$7.61M ﹤0.01%
426,971
+67,039
2190
$7.6M ﹤0.01%
778,240
-22,857
2191
$7.59M ﹤0.01%
265,281
-232,159
2192
$7.57M ﹤0.01%
662,145
+250,531
2193
$7.54M ﹤0.01%
316,902
+277,354
2194
$7.54M ﹤0.01%
172,113
+2,706
2195
$7.54M ﹤0.01%
623,688
+221,806
2196
$7.52M ﹤0.01%
149,486
+13,078
2197
$7.51M ﹤0.01%
391,362
-234,284
2198
$7.51M ﹤0.01%
264,700
-181,480
2199
$7.5M ﹤0.01%
254,025
-107,652
2200
$7.49M ﹤0.01%
263,112
-393,498
86 87
88
89 90