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
5276
$112K ﹤0.01%
12,390
-9,872
5277
$111K ﹤0.01%
12,501
-1,119
5278
$111K ﹤0.01%
9,633
+902
5279
$110K ﹤0.01%
11,115
+2,078
5280
$110K ﹤0.01%
20,736
-111,311
5281
$109K ﹤0.01%
5,866
-6,630
5282
$109K ﹤0.01%
10,462
-5,836
5283
$109K ﹤0.01%
8,404
+3,359
5284
$109K ﹤0.01%
5,970
-404
5285
$108K ﹤0.01%
1,029
-43
5286
$108K ﹤0.01%
6,649
-361
5287
$108K ﹤0.01%
29,312
+10,000
5288
$108K ﹤0.01%
8,552
-11,164
5289
$108K ﹤0.01%
14,706
-6,260
5290
$107K ﹤0.01%
28,734
+28,718
5291
$107K ﹤0.01%
4,410
5292
$107K ﹤0.01%
56,973
-57,135
5293
$107K ﹤0.01%
8,292
-1,223
5294
$106K ﹤0.01%
3,560
-55,860
5295
$106K ﹤0.01%
13,591
+3,827
5296
$106K ﹤0.01%
15,025
+13,614
5297
– –
0
5298
$105K ﹤0.01%
77,014
-2,048
5299
$105K ﹤0.01%
3,049
-3,705
5300
$104K ﹤0.01%
9,150
+9,122
210 211
212
213 214