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
5151
$145K ﹤0.01%
7,576
-4,857
5152
$144K ﹤0.01%
6,450
+5,127
5153
$143K ﹤0.01%
+10,011
5154
$143K ﹤0.01%
77,080
-36,558
5155
$143K ﹤0.01%
82,279
-260,180
5156
$142K ﹤0.01%
47,308
-323,205
5157
$142K ﹤0.01%
14,277
+1,910
5158
$142K ﹤0.01%
9,853
-11,936
5159
$142K ﹤0.01%
8,497
-3,474
5160
$142K ﹤0.01%
10,164
+10,163
5161
– –
0
5162
$141K ﹤0.01%
23,172
-42,486
5163
$140K ﹤0.01%
3,347
+2,847
5164
$140K ﹤0.01%
67,774
+3,956
5165
$139K ﹤0.01%
3,388
5166
$139K ﹤0.01%
14,127
5167
$139K ﹤0.01%
18,270
+10,688
5168
$139K ﹤0.01%
5,476
+21
5169
$139K ﹤0.01%
7,858
+2,902
5170
$138K ﹤0.01%
+3,109
5171
$138K ﹤0.01%
11,500
5172
$138K ﹤0.01%
62,102
+36,338
5173
$137K ﹤0.01%
1,999
+438
5174
$137K ﹤0.01%
5,544
+364
5175
$137K ﹤0.01%
15,198
+6,459
205 206
207
208 209