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
5076
$167K ﹤0.01%
17,699
-5,308
5077
$167K ﹤0.01%
142
-8
5078
$167K ﹤0.01%
20,936
-20,318
5079
$167K ﹤0.01%
287,730
-685,503
5080
$166K ﹤0.01%
38,922
+1,780
5081
$166K ﹤0.01%
9,406
-5,876
5082
$166K ﹤0.01%
3,162
+403
5083
$166K ﹤0.01%
12,792
+1,345
5084
$165K ﹤0.01%
5,217
+382
5085
$165K ﹤0.01%
19,970
+5,664
5086
$165K ﹤0.01%
31,637
+21,022
5087
$164K ﹤0.01%
15,298
+1,944
5088
$164K ﹤0.01%
19,573
-4,895
5089
$164K ﹤0.01%
86,235
+72,394
5090
$164K ﹤0.01%
196,740
+429
5091
$164K ﹤0.01%
24,785
-4,886
5092
$163K ﹤0.01%
22,231
+3,069
5093
$163K ﹤0.01%
2,829
+2,376
5094
$162K ﹤0.01%
3,516
-3,476
5095
$162K ﹤0.01%
5,020
-4
5096
$162K ﹤0.01%
20,892
+10,428
5097
$162K ﹤0.01%
+10,997
5098
$161K ﹤0.01%
866
-218
5099
$161K ﹤0.01%
2,819
-6,198
5100
$161K ﹤0.01%
378
-877
202 203
204
205 206