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
3626
$2.7M ﹤0.01%
207,422
+5,784
3627
$2.7M ﹤0.01%
138,768
-99,012
3628
$2.69M ﹤0.01%
103,576
+34,188
3629
$2.69M ﹤0.01%
126,651
+29,098
3630
$2.69M ﹤0.01%
35,040
+766
3631
$2.69M ﹤0.01%
159,666
-48,759
3632
$2.69M ﹤0.01%
230,759
-226,662
3633
$2.68M ﹤0.01%
+140,610
3634
$2.68M ﹤0.01%
141,295
+28,453
3635
$2.68M ﹤0.01%
205,933
+32,255
3636
$2.67M ﹤0.01%
85,509
-143,808
3637
$2.67M ﹤0.01%
60,805
+375
3638
$2.67M ﹤0.01%
125,447
+49,408
3639
$2.67M ﹤0.01%
75,194
-68,996
3640
$2.67M ﹤0.01%
134,381
-319,775
3641
$2.67M ﹤0.01%
32,053
-5,516
3642
$2.66M ﹤0.01%
123,031
-4,130
3643
$2.65M ﹤0.01%
105,044
+18,531
3644
$2.65M ﹤0.01%
221,207
-13,904
3645
$2.62M ﹤0.01%
145,906
-90,408
3646
$2.62M ﹤0.01%
87,410
+8,005
3647
$2.62M ﹤0.01%
194,216
+18,807
3648
$2.62M ﹤0.01%
77,855
-21,355
3649
$2.62M ﹤0.01%
40,198
+5,780
3650
$2.62M ﹤0.01%
90,846
-24,922
144 145
146
147 148