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
5676
$43K ﹤0.01%
+121
5677
$43K ﹤0.01%
9
+7
5678
– –
0
5679
$43K ﹤0.01%
23,793
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5680
$43K ﹤0.01%
+500
5681
$42K ﹤0.01%
4,469
+4,209
5682
$42K ﹤0.01%
128,254
+47,776
5683
$42K ﹤0.01%
204
-36
5684
$42K ﹤0.01%
7,200
+6,977
5685
$42K ﹤0.01%
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5686
$42K ﹤0.01%
1,445
-2,370
5687
$42K ﹤0.01%
2,228
+1,202
5688
$42K ﹤0.01%
15,300
+5,900
5689
$41K ﹤0.01%
1,057
+625
5690
$41K ﹤0.01%
608
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5691
$41K ﹤0.01%
1,301
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5692
$41K ﹤0.01%
12,300
-11
5693
$41K ﹤0.01%
2,068
-19,056
5694
$41K ﹤0.01%
3,177
-165
5695
$40K ﹤0.01%
21,967
-41,044
5696
$40K ﹤0.01%
818
-987
5697
$40K ﹤0.01%
158
-2,339
5698
$40K ﹤0.01%
1,855
-4,837
5699
$40K ﹤0.01%
2,300
-600
5700
$40K ﹤0.01%
2,307
+1,444
226 227
228
229 230