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
5551
$60K ﹤0.01%
481
+331
5552
$60K ﹤0.01%
1,818
-425
5553
$59K ﹤0.01%
15,864
-894
5554
$59K ﹤0.01%
6,169
-8,914
5555
$59K ﹤0.01%
105
-15
5556
– –
0
5557
$59K ﹤0.01%
3,122
-42
5558
$59K ﹤0.01%
2,870
-4,232
5559
$59K ﹤0.01%
5,335
+3,725
5560
$59K ﹤0.01%
9,419
-33,317
5561
$58K ﹤0.01%
25,318
5562
$58K ﹤0.01%
3,687
-7,825
5563
$58K ﹤0.01%
4,746
-6,660
5564
$57K ﹤0.01%
3,356
-30
5565
$57K ﹤0.01%
8,817
+3,023
5566
$57K ﹤0.01%
1,927
-6,005
5567
$57K ﹤0.01%
2,275
+1,681
5568
$57K ﹤0.01%
3,624
+1,258
5569
$57K ﹤0.01%
1,529
+1,279
5570
$57K ﹤0.01%
4,212
+3,900
5571
$57K ﹤0.01%
3,493
-304
5572
$56K ﹤0.01%
21,696
-3,159
5573
$56K ﹤0.01%
3,580
+1,268
5574
$56K ﹤0.01%
1,322
-36,714
5575
$56K ﹤0.01%
29,046
-429
221 222
223
224 225