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
4451
$992K ﹤0.01%
109,047
-5,500
4452
$990K ﹤0.01%
57,549
-9,252
4453
$990K ﹤0.01%
34,683
+978
4454
$987K ﹤0.01%
43,540
-660
4455
$987K ﹤0.01%
150,277
-1,120,729
4456
$987K ﹤0.01%
36,071
-678
4457
$984K ﹤0.01%
19,432
-42,594
4458
$983K ﹤0.01%
35,078
+7,250
4459
$982K ﹤0.01%
47,846
+12,835
4460
$981K ﹤0.01%
1,879
+138
4461
$977K ﹤0.01%
74,032
-155,384
4462
$974K ﹤0.01%
50,288
-630,022
4463
$974K ﹤0.01%
49,951
+13,729
4464
$973K ﹤0.01%
110,553
+38,836
4465
$972K ﹤0.01%
82,966
-64,327
4466
$972K ﹤0.01%
22,098
+56
4467
$971K ﹤0.01%
110,497
-7,794
4468
$969K ﹤0.01%
24,510
+4,398
4469
$968K ﹤0.01%
34,961
-53,019
4470
$968K ﹤0.01%
11,091
+539
4471
$967K ﹤0.01%
48,620
-17,164
4472
$965K ﹤0.01%
32,440
+20,515
4473
$964K ﹤0.01%
48,447
+21,831
4474
$962K ﹤0.01%
34,180
+7,252
4475
$961K ﹤0.01%
60,831
-1,516
177 178
179
180 181