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
3901
$2.08M ﹤0.01%
58,207
-34,863
3902
$2.08M ﹤0.01%
64,238
+11,305
3903
$2.08M ﹤0.01%
8,490
-4,620
3904
$2.08M ﹤0.01%
81,392
+75,529
3905
$2.07M ﹤0.01%
26,966
-8,597
3906
$2.07M ﹤0.01%
167,590
+9,126
3907
$2.07M ﹤0.01%
239,238
-144,575
3908
$2.07M ﹤0.01%
80,296
+49,179
3909
$2.07M ﹤0.01%
94,860
-168,990
3910
$2.07M ﹤0.01%
59,660
-13,954
3911
$2.06M ﹤0.01%
29,443
-176,138
3912
$2.06M ﹤0.01%
412,625
-190,996
3913
$2.06M ﹤0.01%
40,730
-12,443
3914
$2.06M ﹤0.01%
159,148
+34,376
3915
$2.06M ﹤0.01%
203,955
-65,877
3916
$2.06M ﹤0.01%
91,771
+13,942
3917
$2.06M ﹤0.01%
89,858
-98,175
3918
$2.06M ﹤0.01%
225,050
-267,040
3919
$2.05M ﹤0.01%
66,176
+5,922
3920
$2.05M ﹤0.01%
303,196
+5,817
3921
$2.04M ﹤0.01%
86,575
+2,056
3922
$2.04M ﹤0.01%
116,578
-71,137
3923
$2.04M ﹤0.01%
100,704
+16,776
3924
$2.04M ﹤0.01%
124,660
-152,513
3925
$2.04M ﹤0.01%
58,315
+5,251
155 156
157
158 159