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
5626
$49K ﹤0.01%
3,421
5627
$49K ﹤0.01%
6,101
5628
$49K ﹤0.01%
6,431
-50,359
5629
$49K ﹤0.01%
2,377
-3,141
5630
$49K ﹤0.01%
9,204
+2,478
5631
$48K ﹤0.01%
+10,000
5632
$48K ﹤0.01%
1,949
5633
$48K ﹤0.01%
3,289
-38,498
5634
$48K ﹤0.01%
2,000
+1,131
5635
$48K ﹤0.01%
2,723
+73
5636
$48K ﹤0.01%
10,054
-11,204
5637
$48K ﹤0.01%
10,291
-4,363
5638
$48K ﹤0.01%
3,000
-10
5639
$47K ﹤0.01%
2,795
-113
5640
$47K ﹤0.01%
2,249
-924
5641
$47K ﹤0.01%
2,183
-2,307
5642
$47K ﹤0.01%
476
-506
5643
$47K ﹤0.01%
2,008
5644
$47K ﹤0.01%
11,126
+3,148
5645
$47K ﹤0.01%
+984
5646
$47K ﹤0.01%
75,706
-143,833
5647
$46K ﹤0.01%
4,119
+2,412
5648
$46K ﹤0.01%
4,871
+3,918
5649
$46K ﹤0.01%
1,908
-1,186
5650
$46K ﹤0.01%
21,431
+20,996
224 225
226
227 228