We are live on ! Find out more
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
5926
$19K ﹤0.01%
576
-706
5927
$19K ﹤0.01%
8,395
5928
$19K ﹤0.01%
1,401
+1,062
5929
$19K ﹤0.01%
3,814
-933
5930
$19K ﹤0.01%
6
+5
5931
$19K ﹤0.01%
10,359
-200
5932
$19K ﹤0.01%
6,418
+951
5933
$19K ﹤0.01%
7,750
-18,131
5934
$19K ﹤0.01%
944
-1,858
5935
$18K ﹤0.01%
822
-50
5936
$18K ﹤0.01%
2,785
+1,246
5937
$18K ﹤0.01%
13,760
-2,600
5938
$18K ﹤0.01%
1,010
-501
5939
$18K ﹤0.01%
9,745
+2,456
5940
$18K ﹤0.01%
3,979
+2,913
5941
$18K ﹤0.01%
903
+355
5942
$18K ﹤0.01%
5,135
-702
5943
$18K ﹤0.01%
5,942
-313
5944
$18K ﹤0.01%
862
-21
5945
$18K ﹤0.01%
4,080
-4,901
5946
$18K ﹤0.01%
2,823
-573
5947
$17K ﹤0.01%
350
+172
5948
$17K ﹤0.01%
1,275
-3,205
5949
$17K ﹤0.01%
47
-62
5950
$17K ﹤0.01%
2,400
-32
236 237
238
239 240