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
2826
$5.87M ﹤0.01%
136,607
+78,520
2827
$5.86M ﹤0.01%
96,652
+42,572
2828
$5.85M ﹤0.01%
319,608
-1,836,354
2829
$5.85M ﹤0.01%
82,862
-50,858
2830
$5.85M ﹤0.01%
2,453
+439
2831
$5.84M ﹤0.01%
402,502
+254,527
2832
$5.83M ﹤0.01%
111,510
-250,695
2833
$5.83M ﹤0.01%
1,217,747
-315,478
2834
$5.81M ﹤0.01%
134,030
+4,597
2835
$5.8M ﹤0.01%
158,981
+16,174
2836
$5.8M ﹤0.01%
169,808
+15,018
2837
$5.79M ﹤0.01%
193,440
+24,602
2838
$5.78M ﹤0.01%
168,176
-87,223
2839
$5.78M ﹤0.01%
349,090
-92,558
2840
$5.77M ﹤0.01%
48,770
+17,652
2841
$5.77M ﹤0.01%
219,158
-15,047
2842
$5.76M ﹤0.01%
191,020
+36,210
2843
$5.74M ﹤0.01%
498,208
-16,020
2844
$5.74M ﹤0.01%
145,878
-24,346
2845
$5.74M ﹤0.01%
603,601
+19,974
2846
$5.73M ﹤0.01%
345,550
+59,868
2847
$5.73M ﹤0.01%
664,826
+277,402
2848
$5.72M ﹤0.01%
174,426
-9,588
2849
$5.71M ﹤0.01%
72,302
+8,431
2850
$5.7M ﹤0.01%
467,488
+385,913
112 113
114
115 116