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
5476
$71K ﹤0.01%
2,107
-9,259
5477
$71K ﹤0.01%
22
-11
5478
$71K ﹤0.01%
2,261
-101
5479
$71K ﹤0.01%
568
-511
5480
$71K ﹤0.01%
+3,403
5481
$71K ﹤0.01%
3,000
5482
$71K ﹤0.01%
15,100
+7,100
5483
$71K ﹤0.01%
5,920
-743
5484
$71K ﹤0.01%
52,700
+8,800
5485
$70K ﹤0.01%
3,363
-397
5486
$70K ﹤0.01%
4,481
-55,736
5487
$70K ﹤0.01%
22,272
+18,192
5488
$70K ﹤0.01%
19,077
+4,955
5489
$70K ﹤0.01%
3,043
-6,364
5490
$70K ﹤0.01%
14,735
+10,651
5491
$70K ﹤0.01%
2,655
-1,861
5492
$70K ﹤0.01%
3,818
-29,663
5493
$70K ﹤0.01%
9,620
-12,939
5494
$70K ﹤0.01%
55,280
-47,984
5495
$69K ﹤0.01%
3,116
5496
$69K ﹤0.01%
11,737
-9
5497
$69K ﹤0.01%
52,455
+51,659
5498
$69K ﹤0.01%
24,557
+6,285
5499
$69K ﹤0.01%
9,712
-7,975
5500
$68K ﹤0.01%
4,504
-14,278
218 219
220
221 222