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
2226
$7.32M ﹤0.01%
845,628
+228,533
2227
$7.32M ﹤0.01%
466,127
+76,030
2228
$7.32M ﹤0.01%
12,686
-24,540
2229
$7.3M ﹤0.01%
595,794
-18,681
2230
$7.3M ﹤0.01%
813,772
-136,857
2231
$7.29M ﹤0.01%
296,845
+2,682
2232
$7.28M ﹤0.01%
121,826
+16,555
2233
$7.28M ﹤0.01%
380,779
+17,215
2234
$7.28M ﹤0.01%
930,533
+87,413
2235
$7.28M ﹤0.01%
109,802
-17,079
2236
$7.27M ﹤0.01%
353,997
+73,384
2237
$7.25M ﹤0.01%
259,208
-3,424
2238
$7.25M ﹤0.01%
241,398
+156,296
2239
$7.24M ﹤0.01%
237,750
+50,663
2240
$7.24M ﹤0.01%
268,914
+31,371
2241
$7.23M ﹤0.01%
502,914
+418,414
2242
$7.21M ﹤0.01%
175,567
-391,572
2243
$7.21M ﹤0.01%
516,337
-24,278
2244
$7.21M ﹤0.01%
1,088,525
-53,420
2245
$7.18M ﹤0.01%
362,405
-187,096
2246
$7.17M ﹤0.01%
392,253
-273,932
2247
$7.17M ﹤0.01%
260,767
-8,731
2248
$7.17M ﹤0.01%
412,210
+8,405
2249
$7.17M ﹤0.01%
68,232
-32,898
2250
$7.16M ﹤0.01%
189,822
-19,254
88 89
90
91 92