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
5626
$49K ﹤0.01%
6,431
-50,359
5627
$49K ﹤0.01%
2,377
-3,141
5628
$49K ﹤0.01%
9,204
+2,478
5629
$48K ﹤0.01%
+10,000
5630
$48K ﹤0.01%
1,949
5631
$48K ﹤0.01%
3,289
-38,498
5632
$48K ﹤0.01%
2,000
+1,131
5633
$48K ﹤0.01%
2,723
+73
5634
$48K ﹤0.01%
10,054
-11,204
5635
$48K ﹤0.01%
10,291
-4,363
5636
$48K ﹤0.01%
3,000
-10
5637
$47K ﹤0.01%
2,795
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5638
$47K ﹤0.01%
2,249
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5639
$47K ﹤0.01%
2,183
-2,307
5640
$47K ﹤0.01%
476
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5641
$47K ﹤0.01%
2,008
5642
$47K ﹤0.01%
11,126
+3,148
5643
$47K ﹤0.01%
+984
5644
$47K ﹤0.01%
75,706
-143,833
5645
$46K ﹤0.01%
4,119
+2,412
5646
$46K ﹤0.01%
4,871
+3,918
5647
$46K ﹤0.01%
1,908
-1,186
5648
$46K ﹤0.01%
21,431
+20,996
5649
$46K ﹤0.01%
53,635
+41,106
5650
$45K ﹤0.01%
7,662
-264
224 225
226
227 228