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
3126
$4.34M ﹤0.01%
65,948
+11,978
3127
$4.34M ﹤0.01%
253,690
+7,615
3128
$4.33M ﹤0.01%
748,443
-109,181
3129
$4.32M ﹤0.01%
114,445
-49,539
3130
$4.32M ﹤0.01%
504,989
+201,538
3131
$4.32M ﹤0.01%
225,128
+5,584
3132
$4.32M ﹤0.01%
123,195
+45,135
3133
$4.32M ﹤0.01%
86,032
-99,614
3134
$4.3M ﹤0.01%
107,432
+29,431
3135
$4.3M ﹤0.01%
132,428
-132,421
3136
$4.3M ﹤0.01%
139,096
-70,578
3137
$4.3M ﹤0.01%
73,423
-46,103
3138
$4.3M ﹤0.01%
99,143
+20,929
3139
$4.3M ﹤0.01%
965,779
+10,887
3140
$4.29M ﹤0.01%
37,031
+1,945
3141
$4.29M ﹤0.01%
258,807
-81,350
3142
$4.28M ﹤0.01%
223,658
+4,742
3143
$4.28M ﹤0.01%
69,080
-45,588
3144
$4.26M ﹤0.01%
103,786
+22,217
3145
$4.26M ﹤0.01%
118,982
+5,305
3146
$4.25M ﹤0.01%
140,952
+79,574
3147
$4.25M ﹤0.01%
143,357
-90,205
3148
$4.25M ﹤0.01%
201,828
-152,634
3149
$4.25M ﹤0.01%
1,446,604
-2,341,324
3150
$4.25M ﹤0.01%
97,911
-17,963
124 125
126
127 128