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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
5826
$26K ﹤0.01%
495
5827
$26K ﹤0.01%
15,650
-16,280
5828
$26K ﹤0.01%
+1
5829
$26K ﹤0.01%
2,600
5830
$26K ﹤0.01%
6,098
-393
5831
$26K ﹤0.01%
5,409
-14,378
5832
$26K ﹤0.01%
5,500
-8,000
5833
$26K ﹤0.01%
17,453
+103
5834
$26K ﹤0.01%
6,200
5835
$26K ﹤0.01%
5,274
-472
5836
$26K ﹤0.01%
1,246
-190
5837
$26K ﹤0.01%
3,249
-7,857
5838
$26K ﹤0.01%
+1,500
5839
$26K ﹤0.01%
16,838
-100
5840
$25K ﹤0.01%
281
-484
5841
$25K ﹤0.01%
2,924
+2,908
5842
$25K ﹤0.01%
4,990
+4,740
5843
$25K ﹤0.01%
+3,603
5844
$25K ﹤0.01%
4,100
-11
5845
$25K ﹤0.01%
321
-546
5846
$25K ﹤0.01%
5,289
-2,792
5847
$25K ﹤0.01%
2,135
+1,000
5848
$25K ﹤0.01%
1,899
-776
5849
$25K ﹤0.01%
1,627
+619
5850
$25K ﹤0.01%
4,000
-379
232 233
234
235 236