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
3751
$2.4M ﹤0.01%
104,345
+63,768
3752
$2.4M ﹤0.01%
93,216
-103
3753
$2.4M ﹤0.01%
34,286
-10,026
3754
$2.4M ﹤0.01%
65,802
+4,494
3755
$2.39M ﹤0.01%
174,719
+61,013
3756
$2.39M ﹤0.01%
196,289
+9,888
3757
$2.38M ﹤0.01%
142,852
+2,961
3758
$2.38M ﹤0.01%
46,299
+5,501
3759
$2.38M ﹤0.01%
22,572
+8,835
3760
$2.38M ﹤0.01%
36,217
+10,909
3761
$2.38M ﹤0.01%
102,240
+22,722
3762
$2.38M ﹤0.01%
83,049
-2,557
3763
$2.38M ﹤0.01%
1,047,039
+651,337
3764
$2.37M ﹤0.01%
42,920
-16,194
3765
$2.37M ﹤0.01%
223,556
-5,722
3766
$2.37M ﹤0.01%
155,612
+9,078
3767
$2.37M ﹤0.01%
99,044
+57,482
3768
$2.37M ﹤0.01%
+53,243
3769
$2.36M ﹤0.01%
188,891
-29,719
3770
$2.36M ﹤0.01%
29,163
+4,107
3771
$2.35M ﹤0.01%
181,328
-11,804
3772
$2.35M ﹤0.01%
137,260
+100,437
3773
$2.35M ﹤0.01%
105,507
-259,096
3774
$2.35M ﹤0.01%
82,797
-19,271
3775
$2.35M ﹤0.01%
113,404
-4,285
149 150
151
152 153