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
5351
$93K ﹤0.01%
7,150
-886
5352
$93K ﹤0.01%
4,198
-1,535
5353
$93K ﹤0.01%
4,420
-5,059
5354
$93K ﹤0.01%
454
-574
5355
$92K ﹤0.01%
19
+1
5356
$92K ﹤0.01%
4,196
-408
5357
$92K ﹤0.01%
53,768
-77,453
5358
$92K ﹤0.01%
54,193
-70,462
5359
$92K ﹤0.01%
79,540
-163
5360
$92K ﹤0.01%
196,824
+54,100
5361
$91K ﹤0.01%
15,921
-47,504
5362
$90K ﹤0.01%
+4,097
5363
$90K ﹤0.01%
5,070
+1,670
5364
$90K ﹤0.01%
7,763
5365
$89K ﹤0.01%
4,682
+254
5366
$89K ﹤0.01%
8,487
+5,456
5367
– –
0
5368
$89K ﹤0.01%
8
5369
$89K ﹤0.01%
17,013
+9
5370
$89K ﹤0.01%
2,211
5371
$88K ﹤0.01%
6,367
-2,002
5372
$88K ﹤0.01%
61
-25
5373
$88K ﹤0.01%
42,076
-508
5374
$88K ﹤0.01%
3,922
-8,716
5375
$88K ﹤0.01%
8,878
-27,188
213 214
215
216 217