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
4376
$1.12M ﹤0.01%
68,744
-105,608
4377
$1.12M ﹤0.01%
25,696
+1,084
4378
$1.12M ﹤0.01%
46,893
+5,279
4379
$1.11M ﹤0.01%
74,811
+33,775
4380
$1.11M ﹤0.01%
65,961
+7,849
4381
$1.11M ﹤0.01%
45,343
-1,751
4382
$1.11M ﹤0.01%
34,736
+2,546
4383
$1.1M ﹤0.01%
56,612
-4,794
4384
$1.1M ﹤0.01%
125,171
+33,583
4385
$1.1M ﹤0.01%
247,823
-97,216
4386
$1.1M ﹤0.01%
229,093
+11,635
4387
$1.1M ﹤0.01%
62,645
+18,995
4388
$1.1M ﹤0.01%
25,896
+8,075
4389
$1.09M ﹤0.01%
17,727
+541
4390
$1.09M ﹤0.01%
61,421
+8,256
4391
$1.09M ﹤0.01%
113,267
+18,988
4392
$1.09M ﹤0.01%
7,939
+269
4393
$1.09M ﹤0.01%
147,305
+11,170
4394
$1.09M ﹤0.01%
93,773
-3,149
4395
$1.09M ﹤0.01%
164,595
-216,466
4396
$1.09M ﹤0.01%
22,919
+31
4397
$1.09M ﹤0.01%
22,348
+2,126
4398
$1.08M ﹤0.01%
40,386
-7,379
4399
$1.08M ﹤0.01%
55,044
4400
$1.08M ﹤0.01%
98,319
+7,118
174 175
176
177 178