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
326
$167M 0.06%
4,713,196
+588,054
327
$166M 0.06%
2,585,864
-254,715
328
$166M 0.06%
14,243,307
-5,769,330
329
$165M 0.06%
3,152,062
+96,558
330
$164M 0.06%
4,112,736
+658,915
331
$162M 0.06%
9,669,314
+854,099
332
$162M 0.06%
6,564,760
-1,078,064
333
$162M 0.06%
1,668,643
-63,013
334
$162M 0.06%
12,953,000
+293,990
335
$162M 0.06%
1,767,764
+738,998
336
$161M 0.06%
2,185,719
+2,042,757
337
$161M 0.06%
1,662,725
+212,947
338
$157M 0.06%
1,881,184
-5,140
339
$157M 0.06%
2,359,996
-202,508
340
$155M 0.06%
7,558,930
+35,682
341
$155M 0.06%
3,980,800
-145,324
342
$154M 0.06%
1,485,947
-1,270,556
343
$153M 0.06%
934,864
+683,912
344
$152M 0.06%
7,194,604
+4,276,561
345
$152M 0.06%
4,210,498
-526,872
346
$152M 0.06%
3,157,598
+705,196
347
$151M 0.06%
3,821,381
+794,287
348
$151M 0.06%
1,402,115
+72,800
349
$150M 0.06%
10,947,749
-3,793,520
350
$150M 0.06%
2,766,728
-169,206
12 13
14
15 16