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
2626
$7.25M ﹤0.01%
254,086
+52,016
2627
$7.24M ﹤0.01%
158,937
+54,260
2628
$7.23M ﹤0.01%
283,330
+13,146
2629
$7.22M ﹤0.01%
252,170
-43,662
2630
$7.21M ﹤0.01%
504,119
-98,199
2631
$7.21M ﹤0.01%
390,527
-99,440
2632
$7.2M ﹤0.01%
111,568
+3,492
2633
$7.18M ﹤0.01%
129,372
+6,824
2634
$7.17M ﹤0.01%
250,287
-9,047
2635
$7.16M ﹤0.01%
363,320
+36,675
2636
$7.13M ﹤0.01%
375,153
+100,119
2637
$7.13M ﹤0.01%
353,273
+46,997
2638
$7.12M ﹤0.01%
404,107
-10,993
2639
$7.1M ﹤0.01%
204,628
-6,631
2640
$7.09M ﹤0.01%
142,977
+48,444
2641
$7.09M ﹤0.01%
74,425
-619,238
2642
$7.09M ﹤0.01%
77,577
-27,684
2643
$7.09M ﹤0.01%
598,091
+123,508
2644
$7.08M ﹤0.01%
206,193
-63,298
2645
$7.07M ﹤0.01%
124,656
+6,366
2646
$7.06M ﹤0.01%
281,110
-200,412
2647
$7.05M ﹤0.01%
1,628,590
+21,477
2648
$7.04M ﹤0.01%
2,222,236
+315,796
2649
$7.04M ﹤0.01%
60,240
+42,562
2650
$7.04M ﹤0.01%
290,212
+31,542
104 105
106
107 108