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
3701
$2.49M ﹤0.01%
160,405
-65,335
3702
$2.49M ﹤0.01%
148,388
-373,830
3703
$2.49M ﹤0.01%
62,873
+49,745
3704
$2.48M ﹤0.01%
70,144
+39,161
3705
$2.48M ﹤0.01%
88,621
+1,183
3706
$2.48M ﹤0.01%
116,624
-397,762
3707
$2.48M ﹤0.01%
64,555
-50,114
3708
$2.48M ﹤0.01%
73,161
-109,529
3709
$2.48M ﹤0.01%
38,552
-15,570
3710
$2.47M ﹤0.01%
81,431
-16,804
3711
$2.47M ﹤0.01%
143,913
+2,868
3712
$2.47M ﹤0.01%
611,934
+333,591
3713
$2.47M ﹤0.01%
74,096
+1,938
3714
$2.47M ﹤0.01%
204,030
+6,020
3715
$2.47M ﹤0.01%
377,009
-1,076
3716
$2.47M ﹤0.01%
268,525
+83,025
3717
$2.47M ﹤0.01%
507,039
-210,122
3718
$2.47M ﹤0.01%
165,138
-7,293
3719
$2.47M ﹤0.01%
38,298
-4,524
3720
$2.47M ﹤0.01%
183,972
+7,499
3721
$2.46M ﹤0.01%
101,652
+5,415
3722
$2.46M ﹤0.01%
439,822
-78,824
3723
$2.46M ﹤0.01%
136,837
+9,550
3724
$2.46M ﹤0.01%
41,255
+6,082
3725
$2.45M ﹤0.01%
127,137
-22,948
147 148
149
150 151