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
5401
$82K ﹤0.01%
5,008
-16,822
5402
$82K ﹤0.01%
1,880
-3,489
5403
$82K ﹤0.01%
9,960
-7,876
5404
$82K ﹤0.01%
3,082
-209
5405
$82K ﹤0.01%
8,493
-13
5406
$82K ﹤0.01%
5,900
-850
5407
$82K ﹤0.01%
11,534
+52
5408
$82K ﹤0.01%
41,102
+19,072
5409
$81K ﹤0.01%
66,996
-16,671
5410
$81K ﹤0.01%
21,771
-8,490
5411
$81K ﹤0.01%
1,691
+265
5412
$81K ﹤0.01%
3,044
-284
5413
$81K ﹤0.01%
8,032
+100
5414
$81K ﹤0.01%
32,798
-1,016
5415
$81K ﹤0.01%
76,268
+1,258
5416
$81K ﹤0.01%
175,682
-162,631
5417
$80K ﹤0.01%
10,729
+6,846
5418
$80K ﹤0.01%
9,840
+6,290
5419
$80K ﹤0.01%
4,028
-85,098
5420
$80K ﹤0.01%
1,654
+854
5421
$80K ﹤0.01%
15,349
-390
5422
$79K ﹤0.01%
4,976
+416
5423
$79K ﹤0.01%
7,530
+1,388
5424
$79K ﹤0.01%
5,520
-1,600
5425
$79K ﹤0.01%
16,747
-5,479
215 216
217
218 219