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
176
$348M 0.13%
2,503,718
+175,238
177
$347M 0.13%
4,516,866
+831,008
178
$346M 0.13%
7,156,032
+5,056,558
179
$346M 0.13%
13,306,382
-2,126,501
180
$341M 0.13%
3,083,522
+78,296
181
$340M 0.13%
5,912,222
-934,578
182
$337M 0.12%
2,744,342
+2,023,653
183
$336M 0.12%
12,467,124
+6,491,691
184
$335M 0.12%
7,736,858
-4,511,835
185
$333M 0.12%
24,512,005
-5,301,133
186
$328M 0.12%
5,730,572
+259,259
187
$328M 0.12%
5,017,763
+1,385,877
188
$327M 0.12%
1,575,120
-121,343
189
$326M 0.12%
4,415,959
-604,435
190
$326M 0.12%
4,931,096
+3,431,753
191
$326M 0.12%
1,418,018
+964,576
192
$317M 0.12%
12,956,529
-2,056,600
193
$316M 0.12%
7,930,096
-2,460,815
194
$312M 0.12%
5,942,872
-832,438
195
$312M 0.12%
15,048,282
-19,005,365
196
$307M 0.11%
7,766,158
-1,357,663
197
$305M 0.11%
10,605,785
-365,560
198
$304M 0.11%
1,222,763
-108,548
199
$301M 0.11%
3,514,646
-593,204
200
$299M 0.11%
13,637,986
+3,777,776
6 7
8
9 10