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
3226
$4M ﹤0.01%
215,986
+29,545
3227
$4M ﹤0.01%
286,589
+4,862
3228
$4M ﹤0.01%
94,061
-9,802
3229
$3.99M ﹤0.01%
267,758
+30,378
3230
$3.99M ﹤0.01%
177,481
-99,066
3231
$3.99M ﹤0.01%
382,671
+20,304
3232
$3.99M ﹤0.01%
315,523
+188,478
3233
$3.99M ﹤0.01%
40,417
-35,605
3234
$3.99M ﹤0.01%
161,422
+66,142
3235
$3.99M ﹤0.01%
87,650
-196,902
3236
$3.99M ﹤0.01%
174,125
+6,864
3237
$3.99M ﹤0.01%
935
+536
3238
$3.98M ﹤0.01%
304,733
-40,851
3239
$3.97M ﹤0.01%
88,460
-20,741
3240
$3.97M ﹤0.01%
358,257
-895,746
3241
$3.97M ﹤0.01%
111,417
-12,686
3242
$3.96M ﹤0.01%
183,342
-86,380
3243
$3.96M ﹤0.01%
56,044
-251,909
3244
$3.96M ﹤0.01%
146,729
+6,385
3245
$3.96M ﹤0.01%
64,332
-10,979
3246
$3.96M ﹤0.01%
63,105
+3,033
3247
$3.96M ﹤0.01%
483,676
+142,140
3248
$3.95M ﹤0.01%
154,591
+59,287
3249
$3.95M ﹤0.01%
85,379
-2,398
3250
$3.94M ﹤0.01%
338,540
-22,086
128 129
130
131 132