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
426
$115M 0.04%
1,052,103
-405,425
427
$115M 0.04%
2,472,109
-130,642
428
$114M 0.04%
2,293,480
-3,878
429
$114M 0.04%
1,341,444
-111,912
430
$114M 0.04%
1,036,276
+45,947
431
$113M 0.04%
1,025,729
+574,885
432
$113M 0.04%
2,186,080
-39,045
433
$112M 0.04%
2,118,072
+396,153
434
$112M 0.04%
2,357,373
-113,412
435
$112M 0.04%
2,931,866
+685,606
436
$111M 0.04%
5,873,441
-1,175,410
437
$111M 0.04%
2,670,081
-407,202
438
$110M 0.04%
1,583,990
+100
439
$110M 0.04%
2,256,506
-97,204
440
$110M 0.04%
1,174,636
-784,141
441
$109M 0.04%
2,750,235
+471,250
442
$109M 0.04%
5,098,565
-747,347
443
$108M 0.04%
5,045,320
+4,253,472
444
$108M 0.04%
2,464,414
-18,152
445
$108M 0.04%
10,477,486
+339,943
446
$107M 0.04%
6,276,589
-3,074,907
447
$107M 0.04%
2,465,969
-138,303
448
$107M 0.04%
1,165,941
+33,674
449
$106M 0.04%
1,505,912
-190,025
450
$105M 0.04%
4,288,309
+487,539
16 17
18
19 20