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
3476
$3.19M ﹤0.01%
97,531
+2,365
3477
$3.19M ﹤0.01%
64,143
-15,351
3478
$3.19M ﹤0.01%
170,647
+50,164
3479
$3.19M ﹤0.01%
84,045
-1,278
3480
$3.19M ﹤0.01%
101,507
-156,222
3481
$3.18M ﹤0.01%
200,179
+38,704
3482
$3.18M ﹤0.01%
1,737,169
+353,123
3483
$3.18M ﹤0.01%
348,502
-143
3484
$3.18M ﹤0.01%
273,350
-12,081
3485
$3.16M ﹤0.01%
215,088
+79,176
3486
$3.16M ﹤0.01%
37,997
-4,014
3487
$3.15M ﹤0.01%
45,230
+7,613
3488
$3.15M ﹤0.01%
268,924
-18,009
3489
$3.15M ﹤0.01%
45,044
-6,534
3490
$3.15M ﹤0.01%
607,361
+239,172
3491
$3.15M ﹤0.01%
93,773
-24,235
3492
$3.15M ﹤0.01%
193,054
-2,999
3493
$3.14M ﹤0.01%
135,091
+3,484
3494
$3.14M ﹤0.01%
267,212
+20,826
3495
$3.13M ﹤0.01%
159,072
+13,099
3496
$3.13M ﹤0.01%
80,306
-200,448
3497
$3.13M ﹤0.01%
371,971
-148,518
3498
$3.12M ﹤0.01%
249,726
+71,165
3499
$3.12M ﹤0.01%
354,457
+453
3500
$3.12M ﹤0.01%
188,499
+4,124
138 139
140
141 142