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
2851
$5.7M ﹤0.01%
244,708
-41,751
2852
$5.7M ﹤0.01%
95,076
-20,921
2853
$5.7M ﹤0.01%
95,152
+14,660
2854
$5.7M ﹤0.01%
223,394
+64,585
2855
$5.69M ﹤0.01%
112,399
-52,067
2856
$5.69M ﹤0.01%
94,252
+6,312
2857
$5.68M ﹤0.01%
337,509
-6,976
2858
$5.67M ﹤0.01%
469,669
+60,239
2859
$5.67M ﹤0.01%
57,543
-13,214
2860
$5.67M ﹤0.01%
192,952
-80,629
2861
$5.66M ﹤0.01%
940,880
-75,193
2862
$5.66M ﹤0.01%
601,474
-95,017
2863
$5.65M ﹤0.01%
132,027
-42,098
2864
$5.64M ﹤0.01%
262,508
-8,714
2865
$5.64M ﹤0.01%
514,073
+8,009
2866
$5.63M ﹤0.01%
1,610,178
+418,200
2867
$5.63M ﹤0.01%
446,399
+38,621
2868
$5.62M ﹤0.01%
191,544
+10,604
2869
$5.62M ﹤0.01%
56,330
-27,803
2870
$5.62M ﹤0.01%
133,801
-10,743
2871
$5.61M ﹤0.01%
282,519
-344,984
2872
$5.6M ﹤0.01%
345,917
+20,275
2873
$5.59M ﹤0.01%
68,373
+13,534
2874
$5.58M ﹤0.01%
433,192
-24,223
2875
$5.58M ﹤0.01%
354,689
-383,380