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
3801
$2.29M ﹤0.01%
186,330
-34,383
3802
$2.29M ﹤0.01%
246,829
+23,197
3803
$2.29M ﹤0.01%
83,560
+51,734
3804
$2.29M ﹤0.01%
417,105
+41,855
3805
$2.29M ﹤0.01%
141,928
-69,738
3806
$2.29M ﹤0.01%
74,498
+8,007
3807
$2.28M ﹤0.01%
82,118
+27,474
3808
$2.28M ﹤0.01%
212,751
-42,188
3809
$2.28M ﹤0.01%
215,316
+66,124
3810
$2.28M ﹤0.01%
55,246
-10,464
3811
$2.28M ﹤0.01%
607,875
-203,485
3812
$2.27M ﹤0.01%
48,975
-43,180
3813
$2.27M ﹤0.01%
70,311
+30,164
3814
$2.27M ﹤0.01%
112,746
-16,558
3815
$2.27M ﹤0.01%
428,637
-126,177
3816
$2.27M ﹤0.01%
88,425
+9,846
3817
$2.27M ﹤0.01%
74,643
+11,717
3818
$2.27M ﹤0.01%
47,608
-5,231
3819
$2.26M ﹤0.01%
26,004
-12,461
3820
$2.26M ﹤0.01%
274,842
+31,159
3821
$2.26M ﹤0.01%
173,673
+29,851
3822
$2.26M ﹤0.01%
169,583
-72,027
3823
$2.26M ﹤0.01%
183,842
+247
3824
$2.25M ﹤0.01%
32,172
+8,147
3825
$2.25M ﹤0.01%
38,812
-19,106
151 152
153
154 155