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
2326
$6.68M ﹤0.01%
327,587
+287,802
2327
$6.65M ﹤0.01%
45,295
+22,571
2328
$6.64M ﹤0.01%
241,306
-2,563
2329
$6.64M ﹤0.01%
596,537
+492,255
2330
$6.62M ﹤0.01%
84,708
-5,409
2331
$6.62M ﹤0.01%
296,694
+210,288
2332
$6.61M ﹤0.01%
195,875
-79,181
2333
$6.61M ﹤0.01%
288,908
+4,734
2334
$6.59M ﹤0.01%
486,270
+232,940
2335
$6.59M ﹤0.01%
261,165
+198,107
2336
$6.59M ﹤0.01%
409,136
-224,017
2337
$6.58M ﹤0.01%
235,036
-13,429
2338
$6.58M ﹤0.01%
366,000
+50,000
2339
$6.58M ﹤0.01%
559,348
-34,071
2340
$6.57M ﹤0.01%
63,825
+4,492
2341
$6.57M ﹤0.01%
887,472
-1,465,143
2342
$6.56M ﹤0.01%
20,343
+13,661
2343
$6.56M ﹤0.01%
84,423
+23,361
2344
$6.55M ﹤0.01%
401,879
+226,105
2345
$6.55M ﹤0.01%
347,839
-22,722
2346
$6.54M ﹤0.01%
106,613
+31,349
2347
$6.53M ﹤0.01%
156,391
-9,354
2348
$6.53M ﹤0.01%
238,893
-115,127
2349
$6.52M ﹤0.01%
374,976
-119,602
2350
$6.51M ﹤0.01%
543,003
+24,528