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
2526
$8.09M ﹤0.01%
253,250
-29,287
2527
$8.07M ﹤0.01%
70,462
+12,082
2528
$8.07M ﹤0.01%
957,815
+170,725
2529
$8.07M ﹤0.01%
328,145
+114,374
2530
$8.07M ﹤0.01%
288,514
+4,360
2531
$8.05M ﹤0.01%
191,922
+29,601
2532
$8.04M ﹤0.01%
2,663,909
+1,214,545
2533
$8.04M ﹤0.01%
3,362,261
-1,130,027
2534
$8.03M ﹤0.01%
71,703
+23,833
2535
$8.03M ﹤0.01%
296,960
+15,036
2536
$8.03M ﹤0.01%
87,058
-12,110
2537
$8.02M ﹤0.01%
65,999
+8,993
2538
$8.02M ﹤0.01%
107,579
+60,401
2539
$8.02M ﹤0.01%
178,718
-298,268
2540
$8.01M ﹤0.01%
314,695
-162,129
2541
$7.99M ﹤0.01%
289,977
+29,073
2542
$7.97M ﹤0.01%
252,911
-243,366
2543
$7.96M ﹤0.01%
1,091
+876
2544
$7.95M ﹤0.01%
468,198
+57,882
2545
$7.95M ﹤0.01%
164,195
+44,485
2546
$7.93M ﹤0.01%
284,277
+23,399
2547
$7.93M ﹤0.01%
701,988
+28,048
2548
$7.92M ﹤0.01%
194,062
+35,937
2549
$7.92M ﹤0.01%
342,018
+40,148
2550
$7.92M ﹤0.01%
334,718
+102,693
100 101
102
103 104