Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
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%
121
-42
5927
$19K ﹤0.01%
787
-75
5928
$19K ﹤0.01%
332
-769
5929
$19K ﹤0.01%
1,401
+1,062
5930
$19K ﹤0.01%
3,814
-933
5931
$19K ﹤0.01%
6
+5
5932
$19K ﹤0.01%
10,359
-200
5933
$19K ﹤0.01%
6,418
+951
5934
$19K ﹤0.01%
7,750
-18,131
5935
$18K ﹤0.01%
3,979
+2,913
5936
$18K ﹤0.01%
903
+355
5937
$18K ﹤0.01%
5,135
-702
5938
$18K ﹤0.01%
5,942
-313
5939
$18K ﹤0.01%
862
-21
5940
$18K ﹤0.01%
4,080
-4,901
5941
$18K ﹤0.01%
822
-50
5942
$18K ﹤0.01%
2,785
+1,246
5943
$18K ﹤0.01%
13,760
-2,600
5944
$18K ﹤0.01%
1,010
-501
5945
$18K ﹤0.01%
9,745
+2,456
5946
$18K ﹤0.01%
2,823
-573
5947
$17K ﹤0.01%
325
-75
5948
$17K ﹤0.01%
2,437
-37,742
5949
$17K ﹤0.01%
350
+172
5950
$17K ﹤0.01%
1,275
-3,205
236 237
238
239 240