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
3551
$2.97M ﹤0.01%
116,031
+49,963
3552
$2.97M ﹤0.01%
276,045
+126,529
3553
$2.96M ﹤0.01%
68,780
-100,029
3554
$2.96M ﹤0.01%
101,393
-29,643
3555
$2.96M ﹤0.01%
229,142
+160,103
3556
$2.96M ﹤0.01%
57,962
-5,756
3557
$2.95M ﹤0.01%
85,668
+5,924
3558
$2.95M ﹤0.01%
150,599
+58,976
3559
$2.95M ﹤0.01%
73,219
+12,899
3560
$2.94M ﹤0.01%
+94,223
3561
$2.94M ﹤0.01%
169,341
+11,948
3562
$2.93M ﹤0.01%
84,391
-156,758
3563
$2.93M ﹤0.01%
80,901
-28,058
3564
$2.92M ﹤0.01%
91,220
-163,969
3565
$2.92M ﹤0.01%
180,092
+3,591
3566
$2.91M ﹤0.01%
67,826
+27,885
3567
$2.91M ﹤0.01%
31,855
-14,027
3568
$2.91M ﹤0.01%
93,106
-26,717
3569
$2.91M ﹤0.01%
107,799
-114,469
3570
$2.91M ﹤0.01%
30,092
+9,575
3571
$2.91M ﹤0.01%
73,743
-11,859
3572
$2.9M ﹤0.01%
321,176
-56,631
3573
$2.9M ﹤0.01%
44,611
+9,824
3574
$2.9M ﹤0.01%
138,852
+10,650
3575
$2.89M ﹤0.01%
165,831
-140,671
141 142
143
144 145