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
2351
$6.5M ﹤0.01%
765,872
+59,809
2352
$6.5M ﹤0.01%
470,385
+37,395
2353
$6.48M ﹤0.01%
244,415
+7,275
2354
$6.48M ﹤0.01%
219,508
-103,178
2355
$6.47M ﹤0.01%
543,884
+325,602
2356
$6.47M ﹤0.01%
278,529
-212,429
2357
$6.46M ﹤0.01%
375,249
-39,542
2358
$6.46M ﹤0.01%
159,088
+77,744
2359
$6.45M ﹤0.01%
455,063
-204,357
2360
$6.45M ﹤0.01%
249,784
+122,948
2361
$6.45M ﹤0.01%
259,808
+112,522
2362
$6.44M ﹤0.01%
200,926
+27,405
2363
$6.43M ﹤0.01%
586,417
+303,226
2364
$6.43M ﹤0.01%
113,313
-258,634
2365
$6.43M ﹤0.01%
312,030
-55,392
2366
$6.43M ﹤0.01%
469,010
-102,861
2367
$6.43M ﹤0.01%
134,145
-634,177
2368
$6.43M ﹤0.01%
909,224
-930,094
2369
$6.43M ﹤0.01%
300,257
-443,316
2370
$6.42M ﹤0.01%
233,617
+11,546
2371
$6.4M ﹤0.01%
236,884
-117,370
2372
$6.39M ﹤0.01%
221,986
+1,146
2373
$6.38M ﹤0.01%
321,900
-132,872
2374
$6.38M ﹤0.01%
604,992
-21,996
2375
$6.38M ﹤0.01%
673,129
+80,446