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
351
$150M 0.06%
3,388,315
-282,078
352
$148M 0.05%
4,111,949
-64,499
353
$147M 0.05%
2,442,344
-536,029
354
$147M 0.05%
6,032,203
-7,439,342
355
$146M 0.05%
1,606,214
+31,389
356
$145M 0.05%
2,314,584
-46,493
357
$145M 0.05%
1,379,499
+113,091
358
$144M 0.05%
4,531,752
-5,561,423
359
$143M 0.05%
3,573,902
-197,906
360
$143M 0.05%
799,092
+90,875
361
$143M 0.05%
3,590,098
-167,419
362
$143M 0.05%
3,193,120
+299,707
363
$142M 0.05%
5,893,085
-36,791
364
$142M 0.05%
2,688,551
+60,695
365
$142M 0.05%
5,516,396
-538,734
366
$141M 0.05%
15,774,159
-10,539,498
367
$141M 0.05%
1,946,652
+574,883
368
$141M 0.05%
1,196,148
+119,284
369
$141M 0.05%
1,149,779
+22,101
370
$141M 0.05%
4,693,638
-1,022,018
371
$140M 0.05%
1,486,078
-12,910
372
$139M 0.05%
3,118,620
-667,633
373
$139M 0.05%
1,114,720
+219,150
374
$139M 0.05%
4,817,648
+283,633
375
$138M 0.05%
3,108,719
+210,006
13 14
15
16 17