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
5151
$145K ﹤0.01%
10,644
+170
5152
$145K ﹤0.01%
7,576
-4,857
5153
$145K ﹤0.01%
24,918
-38,251
5154
$144K ﹤0.01%
6,450
+5,127
5155
$143K ﹤0.01%
+10,011
5156
$143K ﹤0.01%
77,080
-36,558
5157
$143K ﹤0.01%
82,279
-260,180
5158
$142K ﹤0.01%
47,308
-323,205
5159
$142K ﹤0.01%
14,277
+1,910
5160
$142K ﹤0.01%
9,853
-11,936
5161
$142K ﹤0.01%
8,497
-3,474
5162
$142K ﹤0.01%
10,164
+10,163
5163
– –
0
5164
$141K ﹤0.01%
23,172
-42,486
5165
$140K ﹤0.01%
3,347
+2,847
5166
$140K ﹤0.01%
67,774
+3,956
5167
$139K ﹤0.01%
18,270
+10,688
5168
$139K ﹤0.01%
5,476
+21
5169
$139K ﹤0.01%
7,858
+2,902
5170
$139K ﹤0.01%
3,388
5171
$139K ﹤0.01%
14,127
5172
$138K ﹤0.01%
+3,109
5173
$138K ﹤0.01%
11,500
5174
$138K ﹤0.01%
62,102
+36,338
5175
$137K ﹤0.01%
1,999
+438
205 206
207
208 209