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
2976
$5.04M ﹤0.01%
310,760
+32,910
2977
$5.04M ﹤0.01%
195,678
+51,309
2978
$5.04M ﹤0.01%
+929,314
2979
$5.04M ﹤0.01%
78,028
-213,153
2980
$5.03M ﹤0.01%
305,605
-1,045
2981
$5.03M ﹤0.01%
277,106
+28,606
2982
$5.01M ﹤0.01%
115,310
-49,936
2983
$5.01M ﹤0.01%
69,258
-12,416
2984
$5.01M ﹤0.01%
77,081
-17,859
2985
$5M ﹤0.01%
47,000
-76
2986
$5M ﹤0.01%
375,167
+118,459
2987
$5M ﹤0.01%
128,475
-5,672
2988
$4.99M ﹤0.01%
1,758
-2,598
2989
$4.98M ﹤0.01%
33,645
-3,625
2990
$4.98M ﹤0.01%
435,819
+359
2991
$4.98M ﹤0.01%
205,665
+55,798
2992
$4.98M ﹤0.01%
117,378
+6,621
2993
$4.97M ﹤0.01%
128,294
+34,101
2994
$4.97M ﹤0.01%
257,150
-155,015
2995
$4.97M ﹤0.01%
308,453
+13,163
2996
$4.96M ﹤0.01%
355,625
+34,658
2997
$4.96M ﹤0.01%
174,180
-90,020
2998
$4.95M ﹤0.01%
69,153
-4,388
2999
$4.95M ﹤0.01%
214,163
-44,255
3000
$4.94M ﹤0.01%
96,911
+10,907
118 119
120
121 122