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
51
$883M 0.33%
8,997,353
+1,950,391
52
$871M 0.32%
23,641,599
+2,953,889
53
$865M 0.32%
8,803,083
-701,614
54
$841M 0.31%
11,316,978
-235,411
55
$834M 0.31%
12,124,231
+635,845
56
$811M 0.3%
13,703,923
+537,495
57
$810M 0.3%
2,722,266
-78,816
58
$791M 0.29%
7,818,417
+2,268,657
59
$781M 0.29%
27,451,584
+8,564,428
60
$776M 0.29%
10,617,192
-139,583
61
$774M 0.29%
2,848,596
-146,661
62
$773M 0.29%
13,482,013
-2,940,557
63
$773M 0.29%
7,230,191
+2,521,993
64
$772M 0.29%
8,304,455
+232,835
65
$757M 0.28%
7,966,129
+1,708,146
66
$746M 0.28%
11,987,551
+5,287,126
67
$745M 0.28%
10,055,529
+254,016
68
$742M 0.27%
24,621,846
+3,845,371
69
$733M 0.27%
18,221,726
+2,304,922
70
$719M 0.27%
21,735,231
-3,472,691
71
$713M 0.26%
31,665,264
+20,709,486
72
$711M 0.26%
13,919,427
-1,835,109
73
$703M 0.26%
8,908,131
+926,427
74
$702M 0.26%
5,743,789
+354,876
75
$698M 0.26%
16,961,063
-1,475,750
1 2
3
4 5