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
3401
$3.42M ﹤0.01%
610,992
+136,368
3402
$3.42M ﹤0.01%
240,266
-25,335
3403
$3.42M ﹤0.01%
121,390
-9,412
3404
$3.42M ﹤0.01%
130,117
+52,650
3405
$3.41M ﹤0.01%
421,052
+66,981
3406
$3.41M ﹤0.01%
75,254
-112,015
3407
$3.41M ﹤0.01%
151,542
-168,713
3408
$3.4M ﹤0.01%
998,879
-62,393
3409
$3.39M ﹤0.01%
12,716
+2,139
3410
$3.39M ﹤0.01%
352,509
+105,284
3411
$3.39M ﹤0.01%
238,271
-14,546
3412
$3.39M ﹤0.01%
303,980
+45,958
3413
$3.39M ﹤0.01%
62,254
-48,827
3414
$3.39M ﹤0.01%
103,292
-1,662
3415
$3.38M ﹤0.01%
49,265
-19,405
3416
$3.38M ﹤0.01%
118,041
+375
3417
$3.37M ﹤0.01%
75,766
-19,887
3418
$3.37M ﹤0.01%
113,451
-9,293
3419
$3.37M ﹤0.01%
302,391
-393,488
3420
$3.36M ﹤0.01%
82,724
+12,324
3421
$3.36M ﹤0.01%
135,092
+89,109
3422
$3.36M ﹤0.01%
113,561
+11,687
3423
$3.36M ﹤0.01%
68,193
+25,400
3424
$3.36M ﹤0.01%
49,034
-2,076
3425
$3.35M ﹤0.01%
+14
135 136
137
138 139