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
5201
$130K ﹤0.01%
2,600
5202
$129K ﹤0.01%
4,469
+169
5203
$129K ﹤0.01%
14,886
+99
5204
$129K ﹤0.01%
13,047
+4,383
5205
$128K ﹤0.01%
4,424
-3,320
5206
$128K ﹤0.01%
10,519
+1,453
5207
$127K ﹤0.01%
28,925
-17,097
5208
$127K ﹤0.01%
3,880
-892
5209
$127K ﹤0.01%
5,517
-2,277
5210
$126K ﹤0.01%
18,119
-4,439
5211
$126K ﹤0.01%
276
-369
5212
$126K ﹤0.01%
28,139
-97,610
5213
$125K ﹤0.01%
14,907
-133,522
5214
$125K ﹤0.01%
4,935
-8,898
5215
$125K ﹤0.01%
3,154
-5,008
5216
$125K ﹤0.01%
5,345
-458,904
5217
$124K ﹤0.01%
4,728
-6,906
5218
$124K ﹤0.01%
45,700
-630,039
5219
$124K ﹤0.01%
1,289
-1,627
5220
$124K ﹤0.01%
11,957
-535
5221
$123K ﹤0.01%
19,413
+755
5222
$123K ﹤0.01%
13,870
+145
5223
$122K ﹤0.01%
28,942
-14,236
5224
$122K ﹤0.01%
5,314
+2,020
5225
$122K ﹤0.01%
9,450
-2,482
207 208
209
210 211