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
3601
$2.81M ﹤0.01%
69,943
-12,717
3602
$2.81M ﹤0.01%
103,302
-71,601
3603
$2.81M ﹤0.01%
108,863
+15,514
3604
$2.81M ﹤0.01%
140,117
+40,917
3605
$2.8M ﹤0.01%
478,865
+417,610
3606
$2.8M ﹤0.01%
358,772
-36,085
3607
$2.79M ﹤0.01%
67,019
+5,139
3608
$2.78M ﹤0.01%
322,307
+79,872
3609
$2.77M ﹤0.01%
68,214
+38,450
3610
$2.77M ﹤0.01%
180,284
-207,891
3611
$2.75M ﹤0.01%
394,938
-1,945,156
3612
$2.75M ﹤0.01%
40,652
+1,338
3613
$2.75M ﹤0.01%
296,643
+26,566
3614
$2.74M ﹤0.01%
338,337
+154,805
3615
$2.73M ﹤0.01%
1,124,407
-139,713
3616
$2.73M ﹤0.01%
127,865
+2,130
3617
$2.73M ﹤0.01%
724,800
-571,803
3618
$2.73M ﹤0.01%
11,192
+145
3619
$2.72M ﹤0.01%
77,863
-123,466
3620
$2.72M ﹤0.01%
28,316
-38,201
3621
$2.71M ﹤0.01%
60,251
-26,117
3622
$2.71M ﹤0.01%
2,768
+2,755
3623
$2.71M ﹤0.01%
53,647
-14,598
3624
$2.71M ﹤0.01%
183,200
-15,647
3625
$2.7M ﹤0.01%
159,959
+33,277
143 144
145
146 147