Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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 Quarter Est. Return
1 Year Est. Return
+24.8%
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
7,121
New
Increased
Reduced
Closed

Top Buys

1
+$9.9B
2
+$1.34B
3
+$634M
4
KHC icon
Kraft Heinz
KHC
+$533M
5
NFLX icon
Netflix
NFLX
+$506M

Top Sells

1
+$1.21B
2
+$1.2B
3
+$817M
4
QCOM icon
Qualcomm
QCOM
+$697M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$458M

Sector Composition

1 Healthcare 9.07%
2 Financials 8.9%
3 Technology 7.5%
4 Consumer Discretionary 7.12%
5 Communication Services 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$207M 0.08%
20,304,997
+3,588,265
277
$206M 0.08%
3,626,568
-84,078
278
$206M 0.08%
2,455,649
-767,985
279
$206M 0.08%
1,933,912
-504,196
280
$206M 0.08%
2,263,135
-252,515
281
$202M 0.07%
2,701,925
+1,403,508
282
$202M 0.07%
5,023,609
-368,721
283
$202M 0.07%
1,451,361
+1,252,128
284
$201M 0.07%
3,351,744
-292,416
285
$201M 0.07%
7,625,732
+1,445,599
286
$200M 0.07%
1,521,673
+727,288
287
$199M 0.07%
3,314,148
+131,158
288
$196M 0.07%
953,888
+88,740
289
$195M 0.07%
+6,285,186
290
$195M 0.07%
2,197,513
-550,230
291
$194M 0.07%
25,409,068
-439,817
292
$193M 0.07%
2,343,332
-145,033
293
$193M 0.07%
5,039,652
+364,000
294
$192M 0.07%
860,286
-83,282
295
$192M 0.07%
4,387,462
+145,851
296
$192M 0.07%
8,756,079
-418,687
297
$191M 0.07%
30,099,372
+25,716,254
298
$190M 0.07%
407,854
-327,098
299
$189M 0.07%
2,531,713
+1,366,626
300
$188M 0.07%
2,361,262
+912,192
10 11
12
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