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
3976
$1.9M ﹤0.01%
132,133
-309
3977
$1.89M ﹤0.01%
28,286
+22,871
3978
$1.89M ﹤0.01%
20,162
+5,499
3979
$1.89M ﹤0.01%
56,996
+16,646
3980
$1.89M ﹤0.01%
111,252
-30,659
3981
$1.89M ﹤0.01%
76,611
+30,634
3982
$1.89M ﹤0.01%
149,653
+16,357
3983
$1.89M ﹤0.01%
22,372
+4,907
3984
$1.89M ﹤0.01%
130,531
+68,469
3985
$1.88M ﹤0.01%
66,468
-7,915
3986
$1.88M ﹤0.01%
111,752
+43,493
3987
$1.88M ﹤0.01%
158,064
-191,984
3988
$1.87M ﹤0.01%
73,209
+5,328
3989
$1.87M ﹤0.01%
33,103
+10,316
3990
$1.87M ﹤0.01%
73,194
+43,568
3991
$1.87M ﹤0.01%
196,109
+13,089
3992
$1.86M ﹤0.01%
146,548
+21,572
3993
$1.86M ﹤0.01%
39,449
+598
3994
$1.85M ﹤0.01%
47,398
+13,798
3995
$1.85M ﹤0.01%
92,709
-21,044
3996
$1.85M ﹤0.01%
3,145
+195
3997
$1.85M ﹤0.01%
101,039
+7,556
3998
$1.85M ﹤0.01%
77,426
+66,898
3999
$1.84M ﹤0.01%
159,522
-129,052
4000
$1.84M ﹤0.01%
71,650
+28,503
158 159
160
161 162