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
5101
$161K ﹤0.01%
2,819
-6,198
5102
$161K ﹤0.01%
378
-877
5103
$161K ﹤0.01%
16,349
-60,429
5104
$161K ﹤0.01%
15,577
+920
5105
$160K ﹤0.01%
5,954
-13,480
5106
$160K ﹤0.01%
7,080
-3,821
5107
$160K ﹤0.01%
5,866
-4,768
5108
$160K ﹤0.01%
5,043
-65,424
5109
$160K ﹤0.01%
18,719
-15
5110
$160K ﹤0.01%
10,804
-1,116
5111
$159K ﹤0.01%
4,626
+538
5112
$159K ﹤0.01%
562
-776
5113
$158K ﹤0.01%
17,993
+10,312
5114
$158K ﹤0.01%
145,733
+140,408
5115
$157K ﹤0.01%
25,857
+875
5116
$157K ﹤0.01%
15,310
+1,597
5117
$157K ﹤0.01%
5,760
5118
$155K ﹤0.01%
13,067
-9,607
5119
$155K ﹤0.01%
14,825
-2,964
5120
$154K ﹤0.01%
11,732
-35,995
5121
$154K ﹤0.01%
1,300
5122
$154K ﹤0.01%
58,424
+7,700
5123
$154K ﹤0.01%
93,685
-155,781
5124
$153K ﹤0.01%
4,113
+549
5125
$153K ﹤0.01%
12,025
+1,814
203 204
205
206 207