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
2901
$5.45M ﹤0.01%
407,861
-338,535
2902
$5.45M ﹤0.01%
167,733
+5,134
2903
$5.45M ﹤0.01%
25,638
-590
2904
$5.44M ﹤0.01%
234,445
-13,501
2905
$5.44M ﹤0.01%
149,254
-8,612
2906
$5.43M ﹤0.01%
585,498
-244,357
2907
$5.43M ﹤0.01%
91,419
-15,599
2908
$5.43M ﹤0.01%
407,116
+5,329
2909
$5.43M ﹤0.01%
106,192
-3,142
2910
$5.42M ﹤0.01%
2,307,223
-63,119
2911
$5.42M ﹤0.01%
509,240
-6,691
2912
$5.41M ﹤0.01%
222,499
-2,986
2913
$5.4M ﹤0.01%
208,418
+105,400
2914
$5.4M ﹤0.01%
221,987
+26,675
2915
$5.39M ﹤0.01%
332,700
+41,589
2916
$5.39M ﹤0.01%
2,003,643
-1,555,456
2917
$5.38M ﹤0.01%
279,600
+68,908
2918
$5.38M ﹤0.01%
526,199
+49,366
2919
$5.38M ﹤0.01%
196,006
+131,670
2920
$5.38M ﹤0.01%
72,188
-348
2921
$5.38M ﹤0.01%
342,397
-228,983
2922
$5.37M ﹤0.01%
8,505
-6,232
2923
$5.37M ﹤0.01%
211,232
-163,466
2924
$5.36M ﹤0.01%
175,267
+83,723
2925
$5.36M ﹤0.01%
707,282
+403,443