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
5201
$131K ﹤0.01%
10,900
+10,060
5202
$130K ﹤0.01%
5,524
+685
5203
$130K ﹤0.01%
2,600
5204
$129K ﹤0.01%
4,469
+169
5205
$129K ﹤0.01%
14,886
+99
5206
$129K ﹤0.01%
13,047
+4,383
5207
$128K ﹤0.01%
4,424
-3,320
5208
$128K ﹤0.01%
10,519
+1,453
5209
$127K ﹤0.01%
3,880
-892
5210
$127K ﹤0.01%
5,517
-2,277
5211
$127K ﹤0.01%
28,925
-17,097
5212
$126K ﹤0.01%
18,119
-4,439
5213
$126K ﹤0.01%
276
-369
5214
$126K ﹤0.01%
28,139
-97,610
5215
$125K ﹤0.01%
3,154
-5,008
5216
$125K ﹤0.01%
5,345
-458,904
5217
$125K ﹤0.01%
14,907
-133,522
5218
$125K ﹤0.01%
4,935
-8,898
5219
$124K ﹤0.01%
4,728
-6,906
5220
$124K ﹤0.01%
45,700
-630,039
5221
$124K ﹤0.01%
1,289
-1,627
5222
$124K ﹤0.01%
11,957
-535
5223
$123K ﹤0.01%
19,413
+755
5224
$123K ﹤0.01%
13,870
+145
5225
$122K ﹤0.01%
28,942
-14,236
207 208
209
210 211