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
5251
$117K ﹤0.01%
203
-972
5252
$117K ﹤0.01%
53,818
-1,954
5253
$116K ﹤0.01%
1,321
+250
5254
$116K ﹤0.01%
5,311
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5255
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+5,416
5256
$116K ﹤0.01%
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5257
$116K ﹤0.01%
26,000
+14,500
5258
$116K ﹤0.01%
18,744
+16,430
5259
$116K ﹤0.01%
9,630
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5260
$115K ﹤0.01%
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5261
$115K ﹤0.01%
25,703
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5262
$115K ﹤0.01%
11,894
-10,791
5263
$115K ﹤0.01%
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5264
$114K ﹤0.01%
6,133
-21,792
5265
$114K ﹤0.01%
77,453
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5266
$114K ﹤0.01%
8,000
5267
$114K ﹤0.01%
337,962
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5268
$114K ﹤0.01%
8,667
-1,489
5269
$113K ﹤0.01%
5,653
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5270
$113K ﹤0.01%
2,476
-1,232
5271
$113K ﹤0.01%
8,000
+2,922
5272
$113K ﹤0.01%
1,127
-87
5273
$112K ﹤0.01%
15,705
-27,373
5274
$112K ﹤0.01%
12,808
-131,183
5275
$112K ﹤0.01%
21,509
-4,925
209 210
211
212 213