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
451
$105M 0.04%
673,378
+235,205
452
$105M 0.04%
2,903,234
-399,598
453
$104M 0.04%
4,137,034
-1,564,163
454
$104M 0.04%
3,603,677
-261,002
455
$104M 0.04%
2,139,143
-199,437
456
$104M 0.04%
3,328,402
+2,026,972
457
$103M 0.04%
1,264,141
-1,171,983
458
$103M 0.04%
2,060,833
+301,095
459
$103M 0.04%
1,421,404
-120,426
460
$102M 0.04%
2,822,959
-485,417
461
$102M 0.04%
5,343,980
-824,092
462
$102M 0.04%
893,019
+836,582
463
$101M 0.04%
11,773,240
-471,614
464
$101M 0.04%
2,601,843
-90,188
465
$100M 0.04%
3,445,112
+2,653,487
466
$100M 0.04%
1,587,300
+647,037
467
$99.9M 0.04%
18,004,625
+332,525
468
$99.6M 0.04%
5,379,444
+1,513,479
469
$99.4M 0.04%
3,769,843
-325,571
470
$99.3M 0.04%
2,005,291
+364,465
471
$99.2M 0.04%
4,002,760
+1,486,465
472
$98.6M 0.04%
1,153,826
-162,968
473
$98.4M 0.04%
3,745,859
-669,166
474
$98.1M 0.04%
11,908,380
+1,716,257
475
$98.1M 0.04%
2,040,842
-146,928
17 18
19
20 21