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
5301
$104K ﹤0.01%
17,857
-102,664
5302
$104K ﹤0.01%
1,016
+2
5303
$104K ﹤0.01%
2,413
5304
$104K ﹤0.01%
4,076
+377
5305
$104K ﹤0.01%
4,560
-286
5306
$104K ﹤0.01%
4,536
-304
5307
$103K ﹤0.01%
5
-57
5308
$103K ﹤0.01%
396
-10,377
5309
$103K ﹤0.01%
10,500
-9
5310
$103K ﹤0.01%
+652
5311
$103K ﹤0.01%
72,532
-55,860
5312
$103K ﹤0.01%
26,067
+9,849
5313
$103K ﹤0.01%
3,891
-3,983
5314
$102K ﹤0.01%
17,641
+9,483
5315
$102K ﹤0.01%
776
+10
5316
$102K ﹤0.01%
5,641
+1,050
5317
$102K ﹤0.01%
6,880
-12,971
5318
$102K ﹤0.01%
3,396
-4,573
5319
$101K ﹤0.01%
10,120
+733
5320
$101K ﹤0.01%
6,192
-380
5321
$101K ﹤0.01%
6,446
+4,394
5322
$101K ﹤0.01%
359
+358
5323
$101K ﹤0.01%
23,400
+5,500
5324
$100K ﹤0.01%
5,142
-9,294
5325
$100K ﹤0.01%
12,705
-34,281
211 212
213
214 215