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
6401
$1K ﹤0.01%
500
-34
6402
$1K ﹤0.01%
+277
6403
$1K ﹤0.01%
317
-50
6404
$1K ﹤0.01%
1,165
-14,200
6405
$1K ﹤0.01%
79
-8
6406
$1K ﹤0.01%
+3
6407
$1K ﹤0.01%
358
-131
6408
$1K ﹤0.01%
16
6409
$1K ﹤0.01%
200
6410
– –
-648,241
6411
– –
-64,253
6412
– –
-447,116
6413
– –
-414,615
6414
$0 ﹤0.01%
200
-12
6415
– –
-220,962
6416
– –
-3,042
6417
– –
-221,435
6418
– –
-2,195,056
6419
– –
-5,374,909
6420
– –
-57,996
6421
– –
-2,437,449
6422
– –
-2,042
6423
– –
-66
6424
– –
-422,494
6425
– –
-40,368
255 256
257
258 259