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
3051
$4.69M ﹤0.01%
102,208
+4,877
3052
$4.69M ﹤0.01%
248,619
+30,279
3053
$4.68M ﹤0.01%
260,834
+88,448
3054
$4.68M ﹤0.01%
133,784
-2,589
3055
$4.68M ﹤0.01%
777,287
-212,821
3056
$4.68M ﹤0.01%
103,775
+50,894
3057
$4.68M ﹤0.01%
240,397
+130,926
3058
$4.66M ﹤0.01%
55,775
+6,275
3059
$4.66M ﹤0.01%
131,482
-4,757
3060
$4.66M ﹤0.01%
57,575
+10,806
3061
$4.65M ﹤0.01%
88,530
+11,586
3062
$4.65M ﹤0.01%
112,069
-17,503
3063
$4.64M ﹤0.01%
31,934
-10,191
3064
$4.63M ﹤0.01%
370,139
+95,839
3065
$4.63M ﹤0.01%
638,447
+581,225
3066
$4.61M ﹤0.01%
74,389
-70,600
3067
$4.61M ﹤0.01%
174,721
+58,614
3068
$4.61M ﹤0.01%
135,061
+21,637
3069
$4.6M ﹤0.01%
239,716
-3,978
3070
$4.6M ﹤0.01%
324,096
-93,750
3071
$4.6M ﹤0.01%
53,059
+15,544
3072
$4.6M ﹤0.01%
90,174
-188,553
3073
$4.6M ﹤0.01%
196,592
-34,532
3074
$4.6M ﹤0.01%
683,873
-15,781
3075
$4.59M ﹤0.01%
176,645
+19,205
121 122
123
124 125