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
4226
$1.39M ﹤0.01%
35,898
+18,281
4227
$1.39M ﹤0.01%
24,178
+2,052
4228
$1.39M ﹤0.01%
26,435
-17,653
4229
$1.39M ﹤0.01%
103,860
+51,826
4230
$1.39M ﹤0.01%
264,904
-97,201
4231
$1.38M ﹤0.01%
14,563
-8,012
4232
$1.38M ﹤0.01%
79,937
-13,527
4233
$1.38M ﹤0.01%
48,649
+13,686
4234
$1.38M ﹤0.01%
836,811
-33,806
4235
$1.38M ﹤0.01%
37,474
-29,131
4236
$1.38M ﹤0.01%
2,665
+2,394
4237
$1.37M ﹤0.01%
133,566
+5,954
4238
$1.36M ﹤0.01%
33,029
+23,457
4239
$1.36M ﹤0.01%
48,945
-76,541
4240
$1.35M ﹤0.01%
88,580
+9,834
4241
$1.35M ﹤0.01%
101,403
+50,160
4242
$1.35M ﹤0.01%
97,873
+1,660
4243
$1.35M ﹤0.01%
40,804
+21,335
4244
$1.35M ﹤0.01%
47,495
-10,906
4245
$1.35M ﹤0.01%
117,014
-12,750
4246
$1.35M ﹤0.01%
57,966
+33,017
4247
$1.34M ﹤0.01%
56,247
-498
4248
$1.34M ﹤0.01%
34,408
-1,130
4249
$1.34M ﹤0.01%
46,304
-54,394
4250
$1.34M ﹤0.01%
19,094
-1,486
168 169
170
171 172