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
2701
$6.64M ﹤0.01%
141,566
-5,731
2702
$6.59M ﹤0.01%
145,412
-6,112
2703
$6.59M ﹤0.01%
116,239
+5,891
2704
$6.58M ﹤0.01%
266,998
+184,253
2705
$6.58M ﹤0.01%
208,848
+56,101
2706
$6.57M ﹤0.01%
277,198
+37,556
2707
$6.57M ﹤0.01%
729,594
-69,064
2708
$6.56M ﹤0.01%
49,448
+1,007
2709
$6.55M ﹤0.01%
504,134
-119,025
2710
$6.55M ﹤0.01%
275,767
-67,065
2711
$6.55M ﹤0.01%
231,857
+10,642
2712
$6.53M ﹤0.01%
404,225
+52,652
2713
$6.52M ﹤0.01%
114,228
+4,329
2714
$6.51M ﹤0.01%
112,114
+3,531
2715
$6.5M ﹤0.01%
314,897
-61,820
2716
$6.5M ﹤0.01%
127,170
-16,220
2717
$6.49M ﹤0.01%
252,200
+163,117
2718
$6.49M ﹤0.01%
265,749
-11,938
2719
$6.49M ﹤0.01%
300,552
+19,857
2720
$6.48M ﹤0.01%
46,875
+1,073
2721
$6.48M ﹤0.01%
410,916
-450,523
2722
$6.46M ﹤0.01%
424,671
+107,387
2723
$6.46M ﹤0.01%
159,016
+80,173
2724
$6.46M ﹤0.01%
245,853
-813,046
2725
$6.45M ﹤0.01%
164,738
+22,510
107 108
109
110 111