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
5076
$168K ﹤0.01%
27,251
-2,375
5077
$168K ﹤0.01%
4,058
+3,499
5078
$167K ﹤0.01%
17,699
-5,308
5079
$167K ﹤0.01%
142
-8
5080
$167K ﹤0.01%
20,936
-20,318
5081
$167K ﹤0.01%
287,730
-685,503
5082
$166K ﹤0.01%
38,922
+1,780
5083
$166K ﹤0.01%
9,406
-5,876
5084
$166K ﹤0.01%
3,162
+403
5085
$166K ﹤0.01%
12,792
+1,345
5086
$165K ﹤0.01%
5,217
+382
5087
$165K ﹤0.01%
19,970
+5,664
5088
$165K ﹤0.01%
31,637
+21,022
5089
$164K ﹤0.01%
15,298
+1,944
5090
$164K ﹤0.01%
19,573
-4,895
5091
$164K ﹤0.01%
86,235
+72,394
5092
$164K ﹤0.01%
196,740
+429
5093
$164K ﹤0.01%
24,785
-4,886
5094
$163K ﹤0.01%
22,231
+3,069
5095
$163K ﹤0.01%
2,829
+2,376
5096
$162K ﹤0.01%
3,516
-3,476
5097
$162K ﹤0.01%
5,020
-4
5098
$162K ﹤0.01%
20,892
+10,428
5099
$162K ﹤0.01%
+10,997
5100
$161K ﹤0.01%
866
-218
202 203
204
205 206