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
4401
$1.08M ﹤0.01%
26,916
+1,178
4402
$1.08M ﹤0.01%
+2,929
4403
$1.08M ﹤0.01%
63,129
-881
4404
$1.07M ﹤0.01%
156,477
-58,389
4405
$1.07M ﹤0.01%
108,925
-386
4406
$1.07M ﹤0.01%
34,670
+1,594
4407
$1.07M ﹤0.01%
20,320
-3,022
4408
$1.07M ﹤0.01%
153,621
+41,962
4409
$1.07M ﹤0.01%
99,825
-157,723
4410
$1.06M ﹤0.01%
60,565
+2,359
4411
$1.06M ﹤0.01%
70,511
-3,006
4412
$1.06M ﹤0.01%
74,286
+16,855
4413
$1.06M ﹤0.01%
77,285
+11,807
4414
$1.06M ﹤0.01%
67,727
+21,623
4415
$1.06M ﹤0.01%
39,299
+17,350
4416
$1.06M ﹤0.01%
181,467
-96,425
4417
$1.05M ﹤0.01%
38,734
-1,755
4418
$1.05M ﹤0.01%
40,126
-11,298
4419
$1.05M ﹤0.01%
24,528
+2,659
4420
$1.05M ﹤0.01%
18,302
-943
4421
$1.05M ﹤0.01%
75,353
+1,238
4422
$1.05M ﹤0.01%
131,250
+11,484
4423
$1.04M ﹤0.01%
130,658
+36,996
4424
$1.04M ﹤0.01%
31,560
-12,287
4425
$1.04M ﹤0.01%
29,104
-3,280
175 176
177
178 179