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
2801
$6.02M ﹤0.01%
122,611
+80,365
2802
$6.02M ﹤0.01%
187,071
+69,971
2803
$6.02M ﹤0.01%
276,941
-1,077
2804
$6.01M ﹤0.01%
288,769
-2,258
2805
$6.01M ﹤0.01%
73,866
+6,221
2806
$6M ﹤0.01%
48,894
+3,123
2807
$6M ﹤0.01%
645,927
-248,869
2808
$6M ﹤0.01%
367,263
-1,210,647
2809
$5.98M ﹤0.01%
189,815
+158,324
2810
$5.98M ﹤0.01%
88,778
+54,629
2811
$5.97M ﹤0.01%
162,516
+64,231
2812
$5.96M ﹤0.01%
1,220,644
-470,778
2813
$5.96M ﹤0.01%
891,547
+77,126
2814
$5.96M ﹤0.01%
205,080
+27,397
2815
$5.95M ﹤0.01%
116,183
+23,795
2816
$5.95M ﹤0.01%
116,623
+21,984
2817
$5.94M ﹤0.01%
77,767
-84,628
2818
$5.94M ﹤0.01%
326,822
-31,723
2819
$5.92M ﹤0.01%
204,742
+45,920
2820
$5.92M ﹤0.01%
86,185
-50,967
2821
$5.91M ﹤0.01%
158,719
+53,283
2822
$5.9M ﹤0.01%
159,930
-49,838
2823
$5.88M ﹤0.01%
142,727
-4,447
2824
$5.88M ﹤0.01%
441,914
-167,569
2825
$5.88M ﹤0.01%
273,340
-60,969
111 112
113
114 115