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
3176
$4.13M ﹤0.01%
138,060
+8,731
3177
$4.13M ﹤0.01%
150,115
-27,231
3178
$4.13M ﹤0.01%
494,160
-21,859
3179
$4.12M ﹤0.01%
369,740
-184,000
3180
$4.12M ﹤0.01%
172,190
+24,195
3181
$4.12M ﹤0.01%
118,625
+10,937
3182
$4.12M ﹤0.01%
567,059
-138,438
3183
$4.12M ﹤0.01%
33,866
-9,735
3184
$4.12M ﹤0.01%
194,588
-3,881
3185
$4.11M ﹤0.01%
316,687
+20,881
3186
$4.11M ﹤0.01%
109,141
+3,145
3187
$4.11M ﹤0.01%
76,568
-32,422
3188
$4.11M ﹤0.01%
43,109
+7,868
3189
$4.11M ﹤0.01%
131,948
+10,525
3190
$4.11M ﹤0.01%
132,244
-1,287
3191
$4.1M ﹤0.01%
270,278
-13,167
3192
$4.1M ﹤0.01%
70,707
+40,951
3193
$4.1M ﹤0.01%
197,750
+10,938
3194
$4.1M ﹤0.01%
1,615
-651
3195
$4.09M ﹤0.01%
124,615
+54,267
3196
$4.09M ﹤0.01%
117,691
-1,296,798
3197
$4.09M ﹤0.01%
289,451
-16,785
3198
$4.09M ﹤0.01%
166,157
-174,669
3199
$4.08M ﹤0.01%
96,555
+6,539
3200
$4.08M ﹤0.01%
675,578
+34,834
126 127
128
129 130