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
5476
$71K ﹤0.01%
2
5477
$71K ﹤0.01%
14,730
-148,332
5478
$71K ﹤0.01%
2,107
-9,259
5479
$71K ﹤0.01%
22
-11
5480
$71K ﹤0.01%
2,261
-101
5481
$71K ﹤0.01%
568
-511
5482
$71K ﹤0.01%
+3,403
5483
$70K ﹤0.01%
2,655
-1,861
5484
$70K ﹤0.01%
3,818
-29,663
5485
$70K ﹤0.01%
9,620
-12,939
5486
$70K ﹤0.01%
55,280
-47,984
5487
$70K ﹤0.01%
3,363
-397
5488
$70K ﹤0.01%
4,481
-55,736
5489
$70K ﹤0.01%
22,272
+18,192
5490
$70K ﹤0.01%
19,077
+4,955
5491
$70K ﹤0.01%
3,043
-6,364
5492
$70K ﹤0.01%
14,735
+10,651
5493
$69K ﹤0.01%
11,737
-9
5494
$69K ﹤0.01%
52,455
+51,659
5495
$69K ﹤0.01%
24,557
+6,285
5496
$69K ﹤0.01%
9,712
-7,975
5497
$69K ﹤0.01%
3,116
5498
$68K ﹤0.01%
4,504
-14,278
5499
$68K ﹤0.01%
9,443
-309
5500
$68K ﹤0.01%
6,631
-3,874
218 219
220
221 222