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
2551
$7.92M ﹤0.01%
2,508,860
-2,870,012
2552
$7.88M ﹤0.01%
124,055
-25,078
2553
$7.88M ﹤0.01%
533,284
-44,252
2554
$7.88M ﹤0.01%
517,266
-29,323
2555
$7.87M ﹤0.01%
405,205
-278,473
2556
$7.87M ﹤0.01%
59,754
+4,707
2557
$7.86M ﹤0.01%
160,350
-27,663
2558
$7.85M ﹤0.01%
319,741
-200,301
2559
$7.84M ﹤0.01%
141,509
+83,580
2560
$7.83M ﹤0.01%
228,961
+71,649
2561
$7.83M ﹤0.01%
405,788
-225,427
2562
$7.83M ﹤0.01%
122,466
-69,500
2563
$7.82M ﹤0.01%
494,763
+60,076
2564
$7.82M ﹤0.01%
213,106
+36
2565
$7.82M ﹤0.01%
724,180
+259,318
2566
$7.8M ﹤0.01%
136,196
-23,518
2567
$7.79M ﹤0.01%
70,126
+20,450
2568
$7.77M ﹤0.01%
148,918
+16,127
2569
$7.76M ﹤0.01%
267,573
-1,236,584
2570
$7.75M ﹤0.01%
490,322
-309,142
2571
$7.74M ﹤0.01%
121,779
+4,070
2572
$7.74M ﹤0.01%
157,276
+6,065
2573
$7.72M ﹤0.01%
780,390
+380,390
2574
$7.71M ﹤0.01%
146,377
-118,508
2575
$7.7M ﹤0.01%
527,197
-152,233
101 102
103
104 105