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
3101
$4.47M ﹤0.01%
239,526
-28,569
3102
$4.46M ﹤0.01%
167,264
-149,964
3103
$4.45M ﹤0.01%
78,765
-104,365
3104
$4.45M ﹤0.01%
131,112
-36,862
3105
$4.45M ﹤0.01%
114,550
-12,476
3106
$4.45M ﹤0.01%
96,212
+6,028
3107
$4.44M ﹤0.01%
277,646
-458,248
3108
$4.44M ﹤0.01%
107,311
+8,667
3109
$4.44M ﹤0.01%
190,262
-360
3110
$4.43M ﹤0.01%
111,661
-98,835
3111
$4.42M ﹤0.01%
89,218
+80,568
3112
$4.42M ﹤0.01%
96,620
+7,814
3113
$4.42M ﹤0.01%
73,925
-31,858
3114
$4.42M ﹤0.01%
256,056
-87,508
3115
$4.41M ﹤0.01%
73,856
+1,618
3116
$4.39M ﹤0.01%
174,423
+99,836
3117
$4.38M ﹤0.01%
99,661
-3,408
3118
$4.38M ﹤0.01%
119,900
-44,537
3119
$4.36M ﹤0.01%
+17,169
3120
$4.36M ﹤0.01%
451,883
-598,480
3121
$4.36M ﹤0.01%
35,176
-6,727
3122
$4.35M ﹤0.01%
487,439
+6,550
3123
$4.35M ﹤0.01%
130,059
+515
3124
$4.35M ﹤0.01%
119,116
-3,569
3125
$4.34M ﹤0.01%
1,223,862
+611,159
123 124
125
126 127