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
4476
$960K ﹤0.01%
129,760
-31,150
4477
$958K ﹤0.01%
73,459
+3,463
4478
$958K ﹤0.01%
94,873
-10,882
4479
$955K ﹤0.01%
56,819
-9,570
4480
$953K ﹤0.01%
104,384
+9,363
4481
$953K ﹤0.01%
304,320
-388,514
4482
$948K ﹤0.01%
114,812
+94,200
4483
$947K ﹤0.01%
56,609
+40,927
4484
$947K ﹤0.01%
67,947
+9,170
4485
$947K ﹤0.01%
32,783
+4,716
4486
$942K ﹤0.01%
42,387
-42,947
4487
$940K ﹤0.01%
3,449
-216
4488
$939K ﹤0.01%
2,109
-4,044
4489
$939K ﹤0.01%
119,534
-8,210
4490
$936K ﹤0.01%
20,145
-14,426
4491
$935K ﹤0.01%
195,479
+2,847
4492
$935K ﹤0.01%
188,910
-653,123
4493
$934K ﹤0.01%
95,430
-26,255
4494
$934K ﹤0.01%
79,821
-5,825
4495
$934K ﹤0.01%
38,284
+1,703
4496
$934K ﹤0.01%
24,815
+3,311
4497
$929K ﹤0.01%
13,613
+6,075
4498
$928K ﹤0.01%
58,886
+27,984
4499
$926K ﹤0.01%
+45,515
4500
$926K ﹤0.01%
15,628
-25,471
178 179
180
181 182