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
5126
$153K ﹤0.01%
121
+10
5127
$153K ﹤0.01%
3,772
-62,527
5128
$152K ﹤0.01%
27,956
-2,154
5129
$152K ﹤0.01%
17,910
-2,922
5130
$152K ﹤0.01%
2
5131
$151K ﹤0.01%
5,400
-60
5132
$151K ﹤0.01%
6,429
-15,277
5133
$150K ﹤0.01%
3,771
-1,365
5134
$149K ﹤0.01%
13,052
-18
5135
$149K ﹤0.01%
8,286
-189
5136
$149K ﹤0.01%
3,801
+263
5137
$149K ﹤0.01%
1,479
-3,353
5138
$149K ﹤0.01%
19,195
+383
5139
$148K ﹤0.01%
4,099
-917
5140
$148K ﹤0.01%
7,454
-88,709
5141
$148K ﹤0.01%
67,407
-86,793
5142
$147K ﹤0.01%
15,750
-100,770
5143
$147K ﹤0.01%
22,006
-10,917
5144
$147K ﹤0.01%
5,866
+471
5145
$146K ﹤0.01%
8,120
-46
5146
$146K ﹤0.01%
1,025
-176
5147
$146K ﹤0.01%
9,823
+2,914
5148
$146K ﹤0.01%
14,403
+179
5149
$145K ﹤0.01%
59,829
+49,063
5150
$145K ﹤0.01%
4,196
+1,895
204 205
206
207 208