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
4026
$1.79M ﹤0.01%
289,343
-36,103
4027
$1.79M ﹤0.01%
115,580
-1,437
4028
$1.78M ﹤0.01%
32,402
-7,813
4029
$1.78M ﹤0.01%
155,222
-10,587
4030
$1.78M ﹤0.01%
36,658
+4,429
4031
$1.78M ﹤0.01%
247,735
+39,905
4032
$1.78M ﹤0.01%
132,318
-37,883
4033
$1.78M ﹤0.01%
45,795
+4,871
4034
$1.78M ﹤0.01%
246,744
+81,229
4035
$1.78M ﹤0.01%
20,013
-48,700
4036
$1.77M ﹤0.01%
272,155
+13,230
4037
$1.76M ﹤0.01%
113,377
+33,743
4038
$1.76M ﹤0.01%
29,025
+1,556
4039
$1.76M ﹤0.01%
152,504
+3,964
4040
$1.76M ﹤0.01%
156,758
+96,119
4041
$1.76M ﹤0.01%
642,131
-237,998
4042
$1.76M ﹤0.01%
398,486
-29,660
4043
$1.76M ﹤0.01%
37,867
+2,153
4044
$1.75M ﹤0.01%
27,170
+13,002
4045
$1.75M ﹤0.01%
90,724
+8,812
4046
$1.74M ﹤0.01%
84,970
-60,608
4047
$1.74M ﹤0.01%
290,473
-63,433
4048
$1.74M ﹤0.01%
67,615
+25,331
4049
$1.74M ﹤0.01%
264,660
-1,013,316
4050
$1.73M ﹤0.01%
174,268
+172,003
160 161
162
163 164