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
3426
$3.35M ﹤0.01%
132,817
-35,076
3427
$3.35M ﹤0.01%
140,611
+11,108
3428
$3.35M ﹤0.01%
180,756
-117,407
3429
$3.34M ﹤0.01%
100,015
+8,442
3430
$3.34M ﹤0.01%
256,805
-241,285
3431
$3.33M ﹤0.01%
69,683
+14,506
3432
$3.33M ﹤0.01%
281,604
-354
3433
$3.33M ﹤0.01%
28,472
+5,758
3434
$3.32M ﹤0.01%
224,711
+29,725
3435
$3.32M ﹤0.01%
178,595
-2,165
3436
$3.32M ﹤0.01%
241,187
+52,816
3437
$3.31M ﹤0.01%
48,985
-50,250
3438
$3.31M ﹤0.01%
138,548
+56,610
3439
$3.31M ﹤0.01%
1,389,921
-113,340
3440
$3.31M ﹤0.01%
87,438
-7,810
3441
$3.3M ﹤0.01%
91,271
-18,805
3442
$3.3M ﹤0.01%
76,146
+18,793
3443
$3.3M ﹤0.01%
444,925
-15,040
3444
$3.3M ﹤0.01%
55,100
+50,000
3445
$3.29M ﹤0.01%
1,201,891
-895,964
3446
$3.29M ﹤0.01%
106,838
+41,892
3447
$3.29M ﹤0.01%
93,835
-10,356
3448
$3.29M ﹤0.01%
304,307
-46,978
3449
$3.29M ﹤0.01%
1,932,139
-347,205
3450
$3.28M ﹤0.01%
202,083
+23,887
136 137
138
139 140