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
5726
$36K ﹤0.01%
2,552
-52,409
5727
$36K ﹤0.01%
906
-22
5728
$36K ﹤0.01%
204,350
-4,700
5729
$35K ﹤0.01%
3,109
+2,472
5730
$35K ﹤0.01%
2,627
+783
5731
$35K ﹤0.01%
1,221
-1,196
5732
$35K ﹤0.01%
1,670
-59
5733
$35K ﹤0.01%
6,540
+1,949
5734
$35K ﹤0.01%
533
+200
5735
$35K ﹤0.01%
1,009
-2,660
5736
$35K ﹤0.01%
27,171
-111,703
5737
$34K ﹤0.01%
2,830
-8,593
5738
$34K ﹤0.01%
3,451
-17,786
5739
$34K ﹤0.01%
2,800
-19
5740
$34K ﹤0.01%
14,310
-13,056
5741
$34K ﹤0.01%
4,039
-15
5742
– –
0
5743
$34K ﹤0.01%
6,091
+2,833
5744
$34K ﹤0.01%
4,438
-1,455
5745
$34K ﹤0.01%
82
-30,790
5746
$34K ﹤0.01%
+1,549
5747
$34K ﹤0.01%
7,139
+2,746
5748
$34K ﹤0.01%
1,063
-1,382
5749
$34K ﹤0.01%
1,378
5750
$33K ﹤0.01%
1,467
228 229
230
231 232