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
101
$583M 0.22%
6,996,099
+997,750
102
$580M 0.21%
9,471,470
+1,481,524
103
$573M 0.21%
4,837,937
-377,281
104
$564M 0.21%
15,834,461
+1,026,369
105
$558M 0.21%
4,026,363
-839,579
106
$556M 0.21%
3,114,928
-85,248
107
$553M 0.2%
5,609,645
-1,330,830
108
$544M 0.2%
4,684,147
+836,205
109
$543M 0.2%
8,116,009
+1,090,458
110
$533M 0.2%
+7,552,361
111
$525M 0.19%
4,527,784
-1,053,155
112
$525M 0.19%
31,301,520
+2,713,205
113
$524M 0.19%
11,103,011
-4,466,780
114
$524M 0.19%
10,501,947
+126,374
115
$517M 0.19%
19,849,865
+8,160,157
116
$510M 0.19%
6,994,192
-882,790
117
$508M 0.19%
9,901,682
+1,758,614
118
$506M 0.19%
3,796,975
-204,780
119
$504M 0.19%
3,487,700
-1,242,800
120
$503M 0.19%
7,309,760
-572,705
121
$500M 0.18%
15,266,925
-201,046
122
$499M 0.18%
4,212,976
-153,730
123
$497M 0.18%
6,579,244
-1,125,857
124
$494M 0.18%
2,843,244
+1,201,507
125
$493M 0.18%
7,416,353
-120,536
3 4
5
6 7