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
5426
$79K ﹤0.01%
6,847
-174
5427
– –
0
5428
$79K ﹤0.01%
3,395
-15,216
5429
$79K ﹤0.01%
5,666
+1,893
5430
$79K ﹤0.01%
4,886
-475
5431
$78K ﹤0.01%
1,675
+482
5432
$78K ﹤0.01%
8,857
+717
5433
$78K ﹤0.01%
+18,081
5434
$78K ﹤0.01%
11,656
+8,606
5435
$78K ﹤0.01%
1,552
5436
$78K ﹤0.01%
13,021
-28,785
5437
$78K ﹤0.01%
12,774
-2,120
5438
$78K ﹤0.01%
14,372
5439
$77K ﹤0.01%
4,970
-795
5440
$77K ﹤0.01%
20,858
+16,573
5441
$77K ﹤0.01%
3,767
-7,418
5442
$77K ﹤0.01%
5,687
+1,130
5443
$76K ﹤0.01%
1,433
-1,066
5444
$76K ﹤0.01%
3,162
+1,403
5445
$76K ﹤0.01%
2,568
-2,138
5446
$76K ﹤0.01%
5,333
-3,016
5447
$76K ﹤0.01%
33,272
-12,603
5448
$75K ﹤0.01%
6,854
-2,602
5449
$75K ﹤0.01%
11,989
+4,088
5450
$75K ﹤0.01%
6,619
-2,027
216 217
218
219 220