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
2251
$7.16M ﹤0.01%
286,690
+216,487
2252
$7.15M ﹤0.01%
289,847
-140,300
2253
$7.13M ﹤0.01%
247,969
-31,612
2254
$7.12M ﹤0.01%
296,087
-456,056
2255
$7.12M ﹤0.01%
109,963
-84,820
2256
$7.09M ﹤0.01%
83,136
-980
2257
$7.09M ﹤0.01%
705,671
-53,511
2258
$7.08M ﹤0.01%
301,477
+83,469
2259
$7.07M ﹤0.01%
548,113
-35,471
2260
$7.05M ﹤0.01%
478,162
-224,396
2261
$7.03M ﹤0.01%
590,085
-57,799
2262
$7.03M ﹤0.01%
178,418
-7,390
2263
$7.03M ﹤0.01%
415,713
+206,339
2264
$7.02M ﹤0.01%
270,179
-34,141
2265
$7.02M ﹤0.01%
157,974
-25,168
2266
$7.02M ﹤0.01%
152,577
-45,261
2267
$7.01M ﹤0.01%
82,989
-870
2268
$7.01M ﹤0.01%
1,507,277
+565,536
2269
$7M ﹤0.01%
225,517
-7,224
2270
$7M ﹤0.01%
129,406
+63,723
2271
$6.99M ﹤0.01%
280,973
+1,789
2272
$6.99M ﹤0.01%
904,086
+451,326
2273
$6.99M ﹤0.01%
136,282
-22,977
2274
$6.98M ﹤0.01%
816,602
+73,442
2275
$6.97M ﹤0.01%
849,667
-112,957
89 90
91
92 93