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
3651
$2.61M ﹤0.01%
59,786
+2,683
3652
$2.61M ﹤0.01%
81,911
-1,086
3653
$2.61M ﹤0.01%
99,514
-19,815
3654
$2.61M ﹤0.01%
195,072
-36,968
3655
$2.6M ﹤0.01%
63,756
+19,206
3656
$2.6M ﹤0.01%
49,754
-4,420
3657
$2.6M ﹤0.01%
61,878
+19,683
3658
$2.6M ﹤0.01%
278,834
+16,431
3659
$2.6M ﹤0.01%
176,516
-887,689
3660
$2.6M ﹤0.01%
37,438
+2,603
3661
$2.59M ﹤0.01%
52,288
-29,799
3662
$2.59M ﹤0.01%
65,923
-73,170
3663
$2.59M ﹤0.01%
225,139
-10,600
3664
$2.58M ﹤0.01%
152,844
+7,219
3665
$2.58M ﹤0.01%
180,867
+26,437
3666
$2.57M ﹤0.01%
225,818
+47,397
3667
$2.57M ﹤0.01%
513,996
-114,681
3668
$2.56M ﹤0.01%
153,644
-33,675
3669
$2.56M ﹤0.01%
1,124,730
-355,436
3670
$2.56M ﹤0.01%
103,624
+5,441
3671
$2.56M ﹤0.01%
28,450
+12,235
3672
$2.56M ﹤0.01%
30,679
+1,244
3673
$2.56M ﹤0.01%
47,750
-741
3674
$2.56M ﹤0.01%
21,995
+1,615
3675
$2.56M ﹤0.01%
192,062
-680,526
145 146
147
148 149