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
3326
$3.67M ﹤0.01%
182,099
-194,067
3327
$3.66M ﹤0.01%
94,136
-191,071
3328
$3.65M ﹤0.01%
54,457
+5,816
3329
$3.65M ﹤0.01%
35,207
+554
3330
$3.65M ﹤0.01%
99,502
-57,017
3331
$3.65M ﹤0.01%
118,987
+10,190
3332
$3.65M ﹤0.01%
93,680
+61,897
3333
$3.65M ﹤0.01%
121,685
+9,146
3334
$3.64M ﹤0.01%
68,033
-4,449
3335
$3.64M ﹤0.01%
60,746
-1,817
3336
$3.64M ﹤0.01%
102,689
-5,502
3337
$3.64M ﹤0.01%
162,698
+70,467
3338
$3.63M ﹤0.01%
122,013
+4,854
3339
$3.63M ﹤0.01%
262,036
+53,867
3340
$3.63M ﹤0.01%
124,301
+47,655
3341
$3.63M ﹤0.01%
59,980
-62,901
3342
$3.62M ﹤0.01%
418,973
+17,672
3343
$3.62M ﹤0.01%
193,011
+64,808
3344
$3.61M ﹤0.01%
198,077
-106,357
3345
$3.61M ﹤0.01%
362,204
-164,838
3346
$3.61M ﹤0.01%
75,179
+13,978
3347
$3.61M ﹤0.01%
178,770
-14,899
3348
$3.61M ﹤0.01%
90,760
-14,598
3349
$3.61M ﹤0.01%
647,584
+43,069
3350
$3.61M ﹤0.01%
1,908,332
+695,250
132 133
134
135 136