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
4326
$1.2M ﹤0.01%
88,556
-81,426
4327
$1.2M ﹤0.01%
119,403
-6,833
4328
$1.2M ﹤0.01%
262,782
-43,489
4329
$1.19M ﹤0.01%
144,651
-11,524
4330
$1.19M ﹤0.01%
26,075
+12,632
4331
$1.19M ﹤0.01%
30,483
+6,029
4332
$1.19M ﹤0.01%
6,100
-781
4333
$1.19M ﹤0.01%
67,750
-36,311
4334
$1.19M ﹤0.01%
30,817
+7,329
4335
$1.19M ﹤0.01%
26,755
-1,806
4336
$1.19M ﹤0.01%
252,615
+65,468
4337
$1.18M ﹤0.01%
149,719
-10,146
4338
$1.18M ﹤0.01%
110,777
-645
4339
$1.18M ﹤0.01%
98,607
+42,949
4340
$1.18M ﹤0.01%
105,171
+9,843
4341
$1.17M ﹤0.01%
76,025
4342
$1.17M ﹤0.01%
67,383
-186,288
4343
$1.17M ﹤0.01%
86,866
-3,216
4344
$1.17M ﹤0.01%
18,201
+5,233
4345
$1.17M ﹤0.01%
278,485
+43,382
4346
$1.17M ﹤0.01%
181,932
+774
4347
$1.17M ﹤0.01%
26,772
+21,643
4348
$1.17M ﹤0.01%
62,817
-6,985
4349
$1.17M ﹤0.01%
52,768
+4,522
4350
$1.16M ﹤0.01%
58,969
-30,808
172 173
174
175 176