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
2876
$5.57M ﹤0.01%
114,113
-125,407
2877
$5.57M ﹤0.01%
252,442
+173,521
2878
$5.56M ﹤0.01%
144,462
-56,512
2879
$5.56M ﹤0.01%
203,802
-121,015
2880
$5.56M ﹤0.01%
472,844
-24,716
2881
$5.55M ﹤0.01%
152,069
+8,430
2882
$5.55M ﹤0.01%
254,562
+13,642
2883
$5.54M ﹤0.01%
291,684
+12,033
2884
$5.54M ﹤0.01%
84,028
-7,805
2885
$5.54M ﹤0.01%
249,808
+6,149
2886
$5.54M ﹤0.01%
208,674
+26,391
2887
$5.53M ﹤0.01%
450,193
+1,175
2888
$5.5M ﹤0.01%
335,620
-4,430
2889
$5.5M ﹤0.01%
596,742
+109,735
2890
$5.5M ﹤0.01%
165,242
+31,164
2891
$5.5M ﹤0.01%
144,862
-7,552
2892
$5.5M ﹤0.01%
82,725
-55,310
2893
$5.49M ﹤0.01%
436,304
+43,462
2894
$5.49M ﹤0.01%
99,681
-12,095
2895
$5.49M ﹤0.01%
219,327
-80,727
2896
$5.48M ﹤0.01%
38,269
-3,481
2897
$5.48M ﹤0.01%
700,320
+126,526
2898
$5.48M ﹤0.01%
277,688
-25,943
2899
$5.47M ﹤0.01%
362,570
+1,755
2900
$5.46M ﹤0.01%
33,778
-5,120