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
3526
$3.05M ﹤0.01%
95,145
+65,998
3527
$3.05M ﹤0.01%
1,194,441
-86,949
3528
$3.04M ﹤0.01%
25,874
-8,045
3529
$3.04M ﹤0.01%
176,061
+42,913
3530
$3.04M ﹤0.01%
88,926
-92,114
3531
$3.03M ﹤0.01%
80,353
+17,943
3532
$3.03M ﹤0.01%
68,017
-28,275
3533
$3.03M ﹤0.01%
170,027
+2,125
3534
$3.02M ﹤0.01%
166,470
-25,719
3535
$3.02M ﹤0.01%
660,702
+124,327
3536
$3.02M ﹤0.01%
165,278
+112,334
3537
$3.01M ﹤0.01%
123,739
+66,687
3538
$3M ﹤0.01%
291,300
+167,653
3539
$3M ﹤0.01%
151,094
+15,725
3540
$3M ﹤0.01%
88,129
-4,931
3541
$3M ﹤0.01%
75,752
+14,335
3542
$2.99M ﹤0.01%
126,442
+40,768
3543
$2.99M ﹤0.01%
1,052,911
-1,850,702
3544
$2.98M ﹤0.01%
417,709
+60,581
3545
$2.98M ﹤0.01%
98,605
+9,467
3546
$2.98M ﹤0.01%
51,355
+5,583
3547
$2.98M ﹤0.01%
157,705
-29,900
3548
$2.98M ﹤0.01%
+92,070
3549
$2.98M ﹤0.01%
58,497
-76,928
3550
$2.97M ﹤0.01%
698,538
+304,001
140 141
142
143 144