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
5051
$177K ﹤0.01%
90,620
+46,722
5052
$177K ﹤0.01%
10,633
5053
$176K ﹤0.01%
12,691
+11,853
5054
$175K ﹤0.01%
11,348
-8,199
5055
$175K ﹤0.01%
9,013
-5,015
5056
$174K ﹤0.01%
14,226
-34,890
5057
$174K ﹤0.01%
2,644
+1,030
5058
$173K ﹤0.01%
2,535
+1,432
5059
$173K ﹤0.01%
16,458
-29,047
5060
$173K ﹤0.01%
9,320
-68,897
5061
$172K ﹤0.01%
7,846
-1,513
5062
$172K ﹤0.01%
13,200
+1,200
5063
$172K ﹤0.01%
7,754
-6,355
5064
$172K ﹤0.01%
241
+240
5065
$172K ﹤0.01%
26,593
-230,920
5066
$171K ﹤0.01%
176,052
+11,964
5067
$170K ﹤0.01%
4,346
+1,473
5068
$170K ﹤0.01%
4,863
+1,002
5069
$170K ﹤0.01%
20,062
+11,889
5070
$170K ﹤0.01%
14,490
-9,700
5071
$169K ﹤0.01%
4,158
+518
5072
$169K ﹤0.01%
5,785
-72,552
5073
$169K ﹤0.01%
93,183
-81,408
5074
$169K ﹤0.01%
3,791
+2,072
5075
$169K ﹤0.01%
15,322
-433
201 202
203
204 205