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
251
$289M 0.08%
2,559,334
-256,405
252
$288M 0.08%
3,579,800
-401,781
253
$287M 0.08%
5,798,365
-62,996
254
$287M 0.08%
5,975,585
-702,671
255
$286M 0.08%
2,075,502
-2,244,786
256
$285M 0.08%
1,887,516
+154,550
257
$282M 0.08%
2,055,393
+135,820
258
$281M 0.08%
2,569,356
-1,620
259
$279M 0.08%
9,703,307
+142,270
260
$278M 0.08%
7,656,749
-1,041,163
261
$273M 0.08%
11,066,192
+2,202,268
262
$272M 0.08%
3,201,469
+28,798
263
$271M 0.08%
1,213,256
+33,841
264
$270M 0.07%
5,169,829
-1,201,986
265
$268M 0.07%
860,779
+596,437
266
$266M 0.07%
3,635,756
-16,975
267
$264M 0.07%
3,090,920
-173,608
268
$263M 0.07%
5,097,889
+1,557,816
269
$261M 0.07%
2,851,343
-363,902
270
$260M 0.07%
5,660,499
-1,137,714
271
$259M 0.07%
1,750,264
+203,563
272
$258M 0.07%
5,493,636
+101,839
273
$255M 0.07%
2,575,212
+211,268
274
$254M 0.07%
8,086,152
-2,723,790
275
$253M 0.07%
4,619,533
-535,101
9 10
11
12 13