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
$360B
AUM Growth
-$5.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,958
New
Increased
Reduced
Closed

Top Buys

1
+$1.25B
2
+$1.21B
3
+$708M
4
ATVI
Activision Blizzard
ATVI
+$633M
5
ABT icon
Abbott
ABT
+$456M

Top Sells

1
+$1.29B
2
+$910M
3
+$868M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$575M
5
MPLX icon
MPLX
MPLX
+$568M

Sector Composition

1 Technology 11.41%
2 Financials 10.07%
3 Consumer Discretionary 8.39%
4 Healthcare 7.69%
5 Communication Services 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$8.49M ﹤0.01%
2,325,886
-76,503
2477
$8.49M ﹤0.01%
398,477
-13,830
2478
$8.48M ﹤0.01%
190,256
+73,221
2479
$8.48M ﹤0.01%
73,528
+936
2480
$8.47M ﹤0.01%
553,898
-279,580
2481
$8.47M ﹤0.01%
596,465
+101,094
2482
$8.47M ﹤0.01%
141,487
+46,321
2483
$8.46M ﹤0.01%
246,977
-141,698
2484
$8.46M ﹤0.01%
520,407
-506,098
2485
$8.42M ﹤0.01%
424,431
-541,578
2486
$8.42M ﹤0.01%
36,490
+3,167
2487
$8.41M ﹤0.01%
686,950
+109,690
2488
$8.39M ﹤0.01%
113,845
-72,912
2489
$8.39M ﹤0.01%
157,204
+112,348
2490
$8.35M ﹤0.01%
83,555
+31,624
2491
$8.35M ﹤0.01%
220,995
-3,728
2492
$8.34M ﹤0.01%
159,276
-18,420
2493
$8.34M ﹤0.01%
234,843
+2,706
2494
$8.33M ﹤0.01%
506,587
+250,059
2495
$8.33M ﹤0.01%
475,307
+161,602
2496
$8.31M ﹤0.01%
1,231,039
-852,443
2497
$8.3M ﹤0.01%
56,765
+5,653
2498
$8.29M ﹤0.01%
96,774
-426,894
2499
$8.27M ﹤0.01%
375,536
-396,080
2500
$8.26M ﹤0.01%
352,205
+179,703
98 99
100
101 102