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
5901
$21K ﹤0.01%
1,791
-984
5902
$21K ﹤0.01%
3,900
5903
$21K ﹤0.01%
150
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5904
– –
0
5905
$21K ﹤0.01%
5,204
-300
5906
$21K ﹤0.01%
1,263
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5907
$21K ﹤0.01%
2,713
-10,581
5908
$21K ﹤0.01%
725
-663
5909
$21K ﹤0.01%
41,054
-445,466
5910
$21K ﹤0.01%
12,731
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5911
$21K ﹤0.01%
1,353
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5912
$20K ﹤0.01%
2,500
-18
5913
$20K ﹤0.01%
836
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5914
$20K ﹤0.01%
+3,043
5915
$20K ﹤0.01%
2,941
-13
5916
$20K ﹤0.01%
138
-33
5917
$20K ﹤0.01%
+4,123
5918
$20K ﹤0.01%
12,389
-18,972
5919
$20K ﹤0.01%
3,966
5920
$20K ﹤0.01%
872
+279
5921
$19K ﹤0.01%
1,317
-13
5922
$19K ﹤0.01%
9,945
+48
5923
$19K ﹤0.01%
750
+500
5924
$19K ﹤0.01%
717
-6
5925
$19K ﹤0.01%
121
-42
235 236
237
238 239