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
3001
$4.94M ﹤0.01%
189,800
+5,685
3002
$4.93M ﹤0.01%
135,941
-2,550
3003
$4.93M ﹤0.01%
60,966
-245
3004
$4.92M ﹤0.01%
13,714
-2,152
3005
$4.92M ﹤0.01%
92,600
+2,931
3006
$4.91M ﹤0.01%
351,069
+34,674
3007
$4.91M ﹤0.01%
1,154,865
-64,397
3008
$4.91M ﹤0.01%
511,106
+160,343
3009
$4.9M ﹤0.01%
149,418
-248
3010
$4.9M ﹤0.01%
194,257
+77,966
3011
$4.9M ﹤0.01%
74,014
-180,385
3012
$4.9M ﹤0.01%
95,713
-192,664
3013
$4.89M ﹤0.01%
185,787
-8,184
3014
$4.87M ﹤0.01%
248,887
+106,492
3015
$4.86M ﹤0.01%
74,493
-125,642
3016
$4.84M ﹤0.01%
322,141
-467,992
3017
$4.84M ﹤0.01%
106,358
-8,937
3018
$4.84M ﹤0.01%
138,214
+12,842
3019
$4.82M ﹤0.01%
266,731
-79,070
3020
$4.82M ﹤0.01%
319,711
+28,966
3021
$4.81M ﹤0.01%
119,609
+1,353
3022
$4.8M ﹤0.01%
75,880
-55,600
3023
$4.8M ﹤0.01%
339,951
+13,896
3024
$4.8M ﹤0.01%
121,547
+6,644
3025
$4.79M ﹤0.01%
209,223
-195,720
119 120
121
122 123