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
5251
$116K ﹤0.01%
1,321
+250
5252
$116K ﹤0.01%
5,311
+661
5253
$116K ﹤0.01%
+5,416
5254
$116K ﹤0.01%
5,273
-110
5255
$116K ﹤0.01%
26,000
+14,500
5256
$116K ﹤0.01%
18,744
+16,430
5257
$116K ﹤0.01%
9,630
-10,001
5258
$115K ﹤0.01%
9,355
-626
5259
$115K ﹤0.01%
25,703
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5260
$115K ﹤0.01%
11,894
-10,791
5261
$115K ﹤0.01%
3,500
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5262
$114K ﹤0.01%
6,133
-21,792
5263
$114K ﹤0.01%
77,453
+23,473
5264
$114K ﹤0.01%
8,667
-1,489
5265
$114K ﹤0.01%
8,000
5266
$114K ﹤0.01%
337,962
-798
5267
$113K ﹤0.01%
5,653
+2,502
5268
$113K ﹤0.01%
2,476
-1,232
5269
$113K ﹤0.01%
8,000
+2,922
5270
$113K ﹤0.01%
1,127
-87
5271
$112K ﹤0.01%
12,390
-9,872
5272
$112K ﹤0.01%
12,808
-131,183
5273
$112K ﹤0.01%
21,509
-4,925
5274
$112K ﹤0.01%
15,705
-27,373
5275
$111K ﹤0.01%
12,501
-1,119
209 210
211
212 213