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
4001
$1.84M ﹤0.01%
145,571
+2,695
4002
$1.84M ﹤0.01%
168,002
-334,806
4003
$1.84M ﹤0.01%
98,367
+20,312
4004
$1.84M ﹤0.01%
49,101
+2,072
4005
$1.84M ﹤0.01%
71,341
+32,927
4006
$1.83M ﹤0.01%
145,345
-14,520
4007
$1.83M ﹤0.01%
95,588
+64,438
4008
$1.83M ﹤0.01%
35,298
-8,546
4009
$1.83M ﹤0.01%
10,673
-1,997
4010
$1.83M ﹤0.01%
32,696
-23,608
4011
$1.83M ﹤0.01%
106,546
-129,709
4012
$1.83M ﹤0.01%
127,122
-434,018
4013
$1.83M ﹤0.01%
80,736
+21,289
4014
$1.83M ﹤0.01%
71,747
+14,926
4015
$1.82M ﹤0.01%
368,650
-109,466
4016
$1.82M ﹤0.01%
92,553
-71,839
4017
$1.81M ﹤0.01%
33,471
-892
4018
$1.8M ﹤0.01%
154,053
+18,592
4019
$1.8M ﹤0.01%
197,919
+31,256
4020
$1.8M ﹤0.01%
132,229
+16,405
4021
$1.79M ﹤0.01%
261,802
-136,884
4022
$1.79M ﹤0.01%
94,598
+4,130
4023
$1.79M ﹤0.01%
27,774
+7,107
4024
$1.79M ﹤0.01%
+34,500
4025
$1.79M ﹤0.01%
279,609
-141,120
159 160
161
162 163