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
2776
$6.16M ﹤0.01%
219,611
-489,161
2777
$6.14M ﹤0.01%
190,520
-8,513
2778
$6.13M ﹤0.01%
177,215
-33,712
2779
$6.13M ﹤0.01%
243,828
+5,426
2780
$6.11M ﹤0.01%
174,288
-14,610
2781
$6.11M ﹤0.01%
275,696
+10,779
2782
$6.11M ﹤0.01%
35,138
-31,183
2783
$6.09M ﹤0.01%
558,044
-37,703
2784
$6.08M ﹤0.01%
356,803
-14,490
2785
$6.08M ﹤0.01%
80,375
-1,940
2786
$6.07M ﹤0.01%
171,113
+17,213
2787
$6.07M ﹤0.01%
149,967
-47,381
2788
$6.07M ﹤0.01%
89,111
-134,146
2789
$6.06M ﹤0.01%
628,382
-523,786
2790
$6.06M ﹤0.01%
148,111
-75,184
2791
$6.06M ﹤0.01%
56,553
-42,923
2792
$6.06M ﹤0.01%
195,943
+133,081
2793
$6.05M ﹤0.01%
406,457
+9,364
2794
$6.05M ﹤0.01%
199,564
-1,400,138
2795
$6.05M ﹤0.01%
145,083
-67,366
2796
$6.04M ﹤0.01%
203,418
-403,051
2797
$6.03M ﹤0.01%
1,018,451
-122,962
2798
$6.03M ﹤0.01%
619,898
-289,500
2799
$6.02M ﹤0.01%
124,679
-39,083
2800
$6.02M ﹤0.01%
458,299
+220,230
110 111
112
113 114