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
4151
$1.53M ﹤0.01%
110,237
-4,602
4152
$1.53M ﹤0.01%
124,850
+108,350
4153
$1.53M ﹤0.01%
92,036
+4,965
4154
$1.53M ﹤0.01%
85,393
+4,995
4155
$1.53M ﹤0.01%
113,169
+22,965
4156
$1.53M ﹤0.01%
137,090
-8,941
4157
$1.52M ﹤0.01%
74,824
-6,712
4158
$1.52M ﹤0.01%
322,410
+186,229
4159
$1.52M ﹤0.01%
164,898
+12,991
4160
$1.51M ﹤0.01%
119,368
+8,077
4161
$1.51M ﹤0.01%
156,673
-8,969
4162
$1.51M ﹤0.01%
133,386
-30,104
4163
$1.51M ﹤0.01%
140,114
-693,302
4164
$1.51M ﹤0.01%
29,009
+11,453
4165
$1.5M ﹤0.01%
32,803
+3,062
4166
$1.5M ﹤0.01%
120,420
-115,031
4167
$1.5M ﹤0.01%
26,462
+907
4168
$1.49M ﹤0.01%
76,284
+22,078
4169
$1.49M ﹤0.01%
80,515
+1,184
4170
$1.48M ﹤0.01%
106,600
+13,780
4171
$1.48M ﹤0.01%
64,917
-253,492
4172
$1.48M ﹤0.01%
78,244
-12,673
4173
$1.48M ﹤0.01%
85,788
+6,036
4174
$1.47M ﹤0.01%
50,224
+45,574
4175
$1.47M ﹤0.01%
332,179
+138,425
165 166
167
168 169