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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
5801
$29K ﹤0.01%
49,347
-10,003
5802
$29K ﹤0.01%
7,692
+740
5803
$29K ﹤0.01%
4,062
-7
5804
$28K ﹤0.01%
+825
5805
$28K ﹤0.01%
6,741
+1,102
5806
$28K ﹤0.01%
598
-49,848
5807
$28K ﹤0.01%
+1,658
5808
$28K ﹤0.01%
20,520
-160,365
5809
$28K ﹤0.01%
171
-303
5810
$28K ﹤0.01%
415
-528
5811
$28K ﹤0.01%
+1,385
5812
$28K ﹤0.01%
2,152
+59
5813
$28K ﹤0.01%
+2,303
5814
$28K ﹤0.01%
426
+226
5815
$28K ﹤0.01%
151
-86
5816
$27K ﹤0.01%
1,545
-375
5817
$27K ﹤0.01%
122
-1,229
5818
$27K ﹤0.01%
3,568
-53
5819
$27K ﹤0.01%
4,072
-13,536
5820
$27K ﹤0.01%
9,592
+30
5821
$27K ﹤0.01%
98
+59
5822
$27K ﹤0.01%
5,195
-17,505
5823
$27K ﹤0.01%
26,798
-3,500
5824
$27K ﹤0.01%
+700
5825
$27K ﹤0.01%
21,722
+821
231 232
233
234 235