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
5026
$185K ﹤0.01%
+11,000
5027
$185K ﹤0.01%
17,949
-18,541
5028
$184K ﹤0.01%
54,213
+28,094
5029
$184K ﹤0.01%
74,113
-107,198
5030
$184K ﹤0.01%
12,121
-11,325
5031
$182K ﹤0.01%
16,957
-20,523
5032
$182K ﹤0.01%
19,364
+13,090
5033
$182K ﹤0.01%
12,231
5034
$182K ﹤0.01%
669
+657
5035
$181K ﹤0.01%
25,109
+17,965
5036
$181K ﹤0.01%
208
-22
5037
$181K ﹤0.01%
9,189
-98,294
5038
$181K ﹤0.01%
73,743
+3,899
5039
$181K ﹤0.01%
+3,698
5040
$181K ﹤0.01%
32,292
+2,273
5041
$181K ﹤0.01%
8,354
+1,164
5042
$180K ﹤0.01%
27,963
-9,730
5043
$180K ﹤0.01%
32,612
+32,607
5044
$178K ﹤0.01%
4,357
-621
5045
$178K ﹤0.01%
7,303
-23,477
5046
$177K ﹤0.01%
4,138
-1,140
5047
$177K ﹤0.01%
+13,636
5048
$177K ﹤0.01%
29,699
+16,694
5049
$177K ﹤0.01%
90,620
+46,722
5050
$177K ﹤0.01%
10,633
200 201
202
203 204