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
2576
$7.68M ﹤0.01%
56,277
+16,131
2577
$7.68M ﹤0.01%
134,013
-111,057
2578
$7.68M ﹤0.01%
655,599
+135,068
2579
$7.67M ﹤0.01%
279,041
+118,949
2580
$7.66M ﹤0.01%
465,666
-151,440
2581
$7.63M ﹤0.01%
168,749
+19,514
2582
$7.63M ﹤0.01%
490,734
+282,667
2583
$7.62M ﹤0.01%
253,659
+189,480
2584
$7.62M ﹤0.01%
275,108
-119,379
2585
$7.62M ﹤0.01%
575,560
+128,900
2586
$7.61M ﹤0.01%
147,514
-16,052
2587
$7.61M ﹤0.01%
145,011
+34,776
2588
$7.6M ﹤0.01%
570,369
-29,069
2589
$7.58M ﹤0.01%
269,085
-92,764
2590
$7.57M ﹤0.01%
103,888
-124,948
2591
$7.57M ﹤0.01%
155,067
+103,141
2592
$7.56M ﹤0.01%
103,903
+20,044
2593
$7.56M ﹤0.01%
485,244
-47,199
2594
$7.55M ﹤0.01%
264,112
+70,355
2595
$7.55M ﹤0.01%
143,215
-23,642
2596
$7.53M ﹤0.01%
484,414
-857,108
2597
$7.53M ﹤0.01%
652,506
+117,885
2598
$7.51M ﹤0.01%
222,711
+18,171
2599
$7.51M ﹤0.01%
219,255
+202,003
2600
$7.5M ﹤0.01%
70,443
-1,746
102 103
104
105 106