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
201
$298M 0.11%
5,240,371
+717,814
202
$296M 0.11%
4,476,724
+200,268
203
$295M 0.11%
6,099,562
+953,044
204
$295M 0.11%
8,607,185
+261,414
205
$294M 0.11%
5,244,818
+2,087,401
206
$292M 0.11%
6,598,348
-294,388
207
$292M 0.11%
4,242,725
+1,850,163
208
$291M 0.11%
3,611,398
+820,375
209
$290M 0.11%
6,056,935
-1,691,537
210
$288M 0.11%
3,450,997
-340,647
211
$286M 0.11%
2,624,220
-77,865
212
$286M 0.11%
7,282,008
+250,132
213
$284M 0.11%
5,451,211
-3,762,078
214
$283M 0.1%
4,183,197
+290,304
215
$281M 0.1%
6,580,119
-580,582
216
$279M 0.1%
3,872,918
-77,355
217
$279M 0.1%
3,171,927
+172,713
218
$277M 0.1%
3,981,966
-401,769
219
$275M 0.1%
4,571,363
+436,823
220
$273M 0.1%
1,984,506
+5,796
221
$273M 0.1%
2,762,780
+234,569
222
$273M 0.1%
5,561,276
-1,529,847
223
$272M 0.1%
10,434,600
+1,203,350
224
$269M 0.1%
10,319,147
-849,325
225
$268M 0.1%
6,390,813
+127,799
7 8
9
10 11