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
2276
$6.97M ﹤0.01%
440,459
-27,726
2277
$6.97M ﹤0.01%
199,047
-9,167
2278
$6.96M ﹤0.01%
556,056
+1
2279
$6.96M ﹤0.01%
231,931
+48,477
2280
$6.96M ﹤0.01%
1,083,647
+356,310
2281
$6.96M ﹤0.01%
200,640
+29,610
2282
$6.96M ﹤0.01%
1,811,946
-4,196,989
2283
$6.95M ﹤0.01%
215,140
+167,838
2284
$6.95M ﹤0.01%
101,370
+43,034
2285
$6.95M ﹤0.01%
370,226
+361,203
2286
$6.95M ﹤0.01%
708,938
-432
2287
$6.94M ﹤0.01%
411,232
+191,403
2288
$6.93M ﹤0.01%
371,180
-79,638
2289
$6.92M ﹤0.01%
18,703
+17,160
2290
$6.91M ﹤0.01%
94,450
-72,394
2291
$6.9M ﹤0.01%
33,392
-19,691
2292
$6.9M ﹤0.01%
389,291
+15,699
2293
$6.88M ﹤0.01%
898,769
+71,953
2294
$6.88M ﹤0.01%
136,069
-18,739
2295
$6.88M ﹤0.01%
295,617
-53,267
2296
$6.86M ﹤0.01%
513,656
+245,040
2297
$6.85M ﹤0.01%
539,748
+12,504
2298
$6.84M ﹤0.01%
135,501
-32,168
2299
$6.84M ﹤0.01%
521,163
-1,586
2300
$6.83M ﹤0.01%
569,852
+187,842