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
5451
$75K ﹤0.01%
141,101
-172,382
5452
$74K ﹤0.01%
1,228
-324
5453
$74K ﹤0.01%
240
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5454
$74K ﹤0.01%
5
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5455
$74K ﹤0.01%
22,740
-4,520
5456
$74K ﹤0.01%
17,549
-4,371
5457
$74K ﹤0.01%
11,147
-29,789
5458
$74K ﹤0.01%
21,681
+1,585
5459
$74K ﹤0.01%
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-1,472
5460
$73K ﹤0.01%
7,169
-22,755
5461
– –
0
5462
$73K ﹤0.01%
3,290
+1,445
5463
$73K ﹤0.01%
5,053
+1,378
5464
$73K ﹤0.01%
10,789
-2,891
5465
$72K ﹤0.01%
3,685
-1,115
5466
$72K ﹤0.01%
3,791
+3,291
5467
$72K ﹤0.01%
+625
5468
$72K ﹤0.01%
13,552
+8,855
5469
$72K ﹤0.01%
5,511
+4,776
5470
$72K ﹤0.01%
38
-725
5471
$72K ﹤0.01%
1,281
-256
5472
$71K ﹤0.01%
3,000
5473
$71K ﹤0.01%
15,100
+7,100
5474
$71K ﹤0.01%
5,920
-743
5475
$71K ﹤0.01%
52,700
+8,800
217 218
219
220 221