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
5176
$137K ﹤0.01%
9,432
-15
5177
$136K ﹤0.01%
11,105
-3,182
5178
$136K ﹤0.01%
29,067
-3,250
5179
$136K ﹤0.01%
72,315
+3,273
5180
$136K ﹤0.01%
8,343
-1,011
5181
$135K ﹤0.01%
4,245
-100
5182
$135K ﹤0.01%
11,779
-446
5183
$135K ﹤0.01%
8,400
-127
5184
$134K ﹤0.01%
14,551
-23,642
5185
$134K ﹤0.01%
8,362
-153,299
5186
$134K ﹤0.01%
72,604
+6,020
5187
$134K ﹤0.01%
9,341
+2,213
5188
$134K ﹤0.01%
22,791
-856
5189
$134K ﹤0.01%
124
-120
5190
$134K ﹤0.01%
3,347
-30,176
5191
$133K ﹤0.01%
23,670
+795
5192
$133K ﹤0.01%
13,106
+450
5193
$132K ﹤0.01%
44
-93
5194
$132K ﹤0.01%
45,848
-16,423
5195
$132K ﹤0.01%
41,674
+24,861
5196
$132K ﹤0.01%
5,606
-342
5197
$131K ﹤0.01%
2,253
-4,792
5198
$131K ﹤0.01%
10,900
+10,060
5199
$131K ﹤0.01%
10,261
+640
5200
$130K ﹤0.01%
5,524
+685
206 207
208
209 210