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
4076
$1.66M ﹤0.01%
120,888
+59,267
4077
$1.65M ﹤0.01%
244,486
+39,726
4078
$1.65M ﹤0.01%
62,119
+4,201
4079
$1.65M ﹤0.01%
655,197
+325,304
4080
$1.65M ﹤0.01%
17,854
+3,354
4081
$1.65M ﹤0.01%
26,809
-397,210
4082
$1.65M ﹤0.01%
159,986
-4,873
4083
$1.65M ﹤0.01%
357,833
-73,847
4084
$1.65M ﹤0.01%
59,483
+20,946
4085
$1.65M ﹤0.01%
46,511
-1,588
4086
$1.64M ﹤0.01%
362,104
-108,940
4087
$1.64M ﹤0.01%
107,064
+1,670
4088
$1.64M ﹤0.01%
188,271
+37,736
4089
$1.64M ﹤0.01%
49,930
+11,575
4090
$1.64M ﹤0.01%
5,376
-1,677
4091
$1.64M ﹤0.01%
18,791
+5,451
4092
$1.64M ﹤0.01%
+60,722
4093
$1.64M ﹤0.01%
78,490
+25,079
4094
$1.64M ﹤0.01%
65,666
+11,617
4095
$1.64M ﹤0.01%
150,544
+5,240
4096
$1.64M ﹤0.01%
79,352
+13,036
4097
$1.63M ﹤0.01%
50,166
+46,998
4098
$1.63M ﹤0.01%
138,533
+158
4099
$1.63M ﹤0.01%
225,895
+65,040
4100
$1.63M ﹤0.01%
94,705
-256,961
162 163
164
165 166