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
5701
$40K ﹤0.01%
4,878
+337
5702
$40K ﹤0.01%
2,916
-2,478
5703
$39K ﹤0.01%
2,774
-5,732
5704
$39K ﹤0.01%
2,335
-3,395
5705
$39K ﹤0.01%
3,790
+906
5706
$39K ﹤0.01%
3,132
-3,157
5707
$38K ﹤0.01%
24,462
+15,134
5708
$38K ﹤0.01%
4,245
+3,255
5709
$38K ﹤0.01%
4,670
-11
5710
$38K ﹤0.01%
1,331
+115
5711
$38K ﹤0.01%
1,401
-62
5712
$38K ﹤0.01%
+16
5713
$38K ﹤0.01%
6,618
-10,299
5714
$38K ﹤0.01%
1,386
-20
5715
$38K ﹤0.01%
+1,509
5716
$38K ﹤0.01%
+1,506
5717
$37K ﹤0.01%
8,905
+2,362
5718
$37K ﹤0.01%
2,180
-462
5719
$37K ﹤0.01%
1,381
-1,088
5720
$37K ﹤0.01%
23,084
-300
5721
$36K ﹤0.01%
442
-283
5722
$36K ﹤0.01%
4,500
-17
5723
$36K ﹤0.01%
2,724
-11
5724
$36K ﹤0.01%
1,370
+1,300
5725
$36K ﹤0.01%
1,518
+7
227 228
229
230 231