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
2751
$6.35M ﹤0.01%
145,672
+1,863
2752
$6.34M ﹤0.01%
93,325
-10,485
2753
$6.34M ﹤0.01%
93,906
+2,822
2754
$6.33M ﹤0.01%
199,936
+21,688
2755
$6.32M ﹤0.01%
161,615
-22,567
2756
$6.32M ﹤0.01%
162,155
+81,633
2757
$6.32M ﹤0.01%
112,559
-32,541
2758
$6.31M ﹤0.01%
233,107
-1,063
2759
$6.31M ﹤0.01%
77,214
+7,195
2760
$6.31M ﹤0.01%
211,555
+7,529
2761
$6.3M ﹤0.01%
1,131,581
+15,476
2762
$6.27M ﹤0.01%
438,636
-200,302
2763
$6.26M ﹤0.01%
447,897
-115,793
2764
$6.26M ﹤0.01%
204,325
-126,512
2765
$6.25M ﹤0.01%
126,278
+8,839
2766
$6.25M ﹤0.01%
584,391
+52,166
2767
$6.23M ﹤0.01%
124,574
-40,109
2768
$6.22M ﹤0.01%
137,694
+12,445
2769
$6.22M ﹤0.01%
359,592
-12,018
2770
$6.21M ﹤0.01%
316,068
+45,039
2771
$6.2M ﹤0.01%
148,151
+12,918
2772
$6.2M ﹤0.01%
163,742
+106,916
2773
$6.2M ﹤0.01%
390,342
-336,885
2774
$6.19M ﹤0.01%
108,171
+31,383
2775
$6.16M ﹤0.01%
176,454
+18,192
109 110
111
112 113