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
3251
$3.94M ﹤0.01%
83,867
+9,519
3252
$3.93M ﹤0.01%
85,170
-2,377
3253
$3.93M ﹤0.01%
436,797
+46,479
3254
$3.92M ﹤0.01%
194,869
-332,295
3255
$3.92M ﹤0.01%
237,726
+185,097
3256
$3.92M ﹤0.01%
238,107
-10,149
3257
$3.91M ﹤0.01%
167,105
+99,604
3258
$3.91M ﹤0.01%
37,549
-285,845
3259
$3.91M ﹤0.01%
163,146
-10,407
3260
$3.91M ﹤0.01%
193,719
-60,240
3261
$3.91M ﹤0.01%
34,982
+1,950
3262
$3.9M ﹤0.01%
417,215
+52,554
3263
$3.9M ﹤0.01%
127,601
-603,910
3264
$3.9M ﹤0.01%
689,382
+103,993
3265
$3.89M ﹤0.01%
297,234
+18,104
3266
$3.88M ﹤0.01%
673,332
-27,428
3267
$3.88M ﹤0.01%
35,297
-12,887
3268
$3.88M ﹤0.01%
257,703
-102,429
3269
$3.87M ﹤0.01%
72,288
-144,134
3270
$3.87M ﹤0.01%
98,718
+33,644
3271
$3.85M ﹤0.01%
214,226
+9,830
3272
$3.85M ﹤0.01%
200,144
+58,041
3273
$3.85M ﹤0.01%
81,630
-2,695
3274
$3.85M ﹤0.01%
49,732
-57,397
3275
$3.85M ﹤0.01%
511,505
-60,405
129 130
131
132 133