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
3926
$2.03M ﹤0.01%
134,199
+32,800
3927
$2.03M ﹤0.01%
97,797
-29,711
3928
$2.02M ﹤0.01%
47,368
+40,527
3929
$2.02M ﹤0.01%
15,856
+8,835
3930
$2.02M ﹤0.01%
40,123
-122,895
3931
$2.01M ﹤0.01%
99,916
-3,377
3932
$2.01M ﹤0.01%
72,546
+206
3933
$2.01M ﹤0.01%
24,167
+2,344
3934
$2.01M ﹤0.01%
165,336
+21,042
3935
$2M ﹤0.01%
305,322
-8,345
3936
$2M ﹤0.01%
179,047
+21,544
3937
$2M ﹤0.01%
82,744
+7,680
3938
$1.99M ﹤0.01%
115,971
-84,307
3939
$1.99M ﹤0.01%
76,983
+2,289
3940
$1.99M ﹤0.01%
899,889
-36,593
3941
$1.99M ﹤0.01%
46,668
-5,575
3942
$1.98M ﹤0.01%
72,156
+9,776
3943
$1.98M ﹤0.01%
9,841
+5,179
3944
$1.97M ﹤0.01%
42,706
+2,930
3945
$1.97M ﹤0.01%
95,333
+12,323
3946
$1.97M ﹤0.01%
25,738
+809
3947
$1.97M ﹤0.01%
172,114
+8,446
3948
$1.97M ﹤0.01%
253,983
+53,655
3949
$1.96M ﹤0.01%
157,787
+122,928
3950
$1.96M ﹤0.01%
78,265
-17,675
156 157
158
159 160