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
4201
$1.43M ﹤0.01%
138,460
+1,822
4202
$1.43M ﹤0.01%
135,834
-7,106
4203
$1.43M ﹤0.01%
9,618
-1,201
4204
$1.43M ﹤0.01%
58,281
-3,638
4205
$1.42M ﹤0.01%
103,446
+17,520
4206
$1.42M ﹤0.01%
48,563
+6,786
4207
$1.42M ﹤0.01%
+210,995
4208
$1.42M ﹤0.01%
54,582
-3,602
4209
$1.42M ﹤0.01%
219,896
+29,449
4210
$1.42M ﹤0.01%
209,875
-87,227
4211
$1.41M ﹤0.01%
154,335
-6,719
4212
$1.41M ﹤0.01%
65,874
+586
4213
$1.41M ﹤0.01%
113,056
+16,653
4214
$1.41M ﹤0.01%
133,952
-5,289
4215
$1.41M ﹤0.01%
106,120
-13,189
4216
$1.41M ﹤0.01%
104,249
-5,903
4217
$1.4M ﹤0.01%
125,390
+14,168
4218
$1.4M ﹤0.01%
226,572
+224,572
4219
$1.4M ﹤0.01%
99,255
-7,399
4220
$1.4M ﹤0.01%
274,885
+152,309
4221
$1.4M ﹤0.01%
53,365
+24,199
4222
$1.4M ﹤0.01%
123,216
-11,347
4223
$1.4M ﹤0.01%
98,615
-298,442
4224
$1.4M ﹤0.01%
23,953
-16,336
4225
$1.4M ﹤0.01%
180,999
+22,524
167 168
169
170 171