Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
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
7,125
New
Increased
Reduced
Closed

Top Buys

1
+$10.5B
2
+$1.45B
3
+$625M
4
KHC icon
Kraft Heinz
KHC
+$570M
5
NFLX icon
Netflix
NFLX
+$526M

Top Sells

1
+$1.44B
2
+$1.29B
3
+$875M
4
QCOM icon
Qualcomm
QCOM
+$771M
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
5001
$195K ﹤0.01%
4,095
-45,217
5002
$195K ﹤0.01%
19,423
-5,494
5003
$195K ﹤0.01%
14,290
+16
5004
$194K ﹤0.01%
6,229
+196
5005
$194K ﹤0.01%
9,184
-15,124
5006
$194K ﹤0.01%
5,032
-2,783
5007
$194K ﹤0.01%
220,119
+171,619
5008
$193K ﹤0.01%
6,414
-10,259
5009
$193K ﹤0.01%
52,202
-17,736
5010
$193K ﹤0.01%
20,480
+18,325
5011
$193K ﹤0.01%
1,141
-1,071
5012
$193K ﹤0.01%
24,374
+17,952
5013
$193K ﹤0.01%
33,089
-125,462
5014
$193K ﹤0.01%
82,120
-2,488
5015
$193K ﹤0.01%
9,651
+3,977
5016
$192K ﹤0.01%
27,816
-95
5017
$192K ﹤0.01%
30,740
-110,860
5018
$191K ﹤0.01%
422
+144
5019
$191K ﹤0.01%
7,454
+2,014
5020
$190K ﹤0.01%
23,139
+7,539
5021
$189K ﹤0.01%
21,370
+7,470
5022
$189K ﹤0.01%
109,755
-155,110
5023
$188K ﹤0.01%
6,941
-759
5024
$187K ﹤0.01%
33,440
-126,495
5025
$186K ﹤0.01%
21,429
-19,278
199 200
201
202 203