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
4501
$925K ﹤0.01%
19,788
-9,110
4502
$925K ﹤0.01%
51,018
+25,369
4503
$925K ﹤0.01%
43,198
+2,716
4504
$925K ﹤0.01%
62,464
+1,225
4505
$924K ﹤0.01%
36,070
+2,489
4506
$924K ﹤0.01%
56,509
+8,233
4507
$923K ﹤0.01%
55,467
-5,896
4508
$922K ﹤0.01%
341,330
-86,372
4509
$914K ﹤0.01%
28,543
+9,062
4510
$913K ﹤0.01%
27,423
-1,422
4511
$912K ﹤0.01%
106,505
-5,494
4512
$911K ﹤0.01%
22,191
+2,274
4513
$911K ﹤0.01%
42,624
-9,302
4514
$910K ﹤0.01%
25,450
+4,330
4515
$908K ﹤0.01%
56,521
-243,700
4516
$907K ﹤0.01%
24,889
+1,157
4517
$906K ﹤0.01%
15,006
+1,597
4518
$904K ﹤0.01%
5,424
-3,186
4519
$902K ﹤0.01%
46,116
+3,018
4520
$901K ﹤0.01%
154,125
+74,708
4521
$900K ﹤0.01%
39,515
+25,122
4522
$898K ﹤0.01%
79,402
+8,279
4523
$896K ﹤0.01%
13,703
-49,989
4524
$894K ﹤0.01%
69,113
+4,810
4525
$894K ﹤0.01%
81,018
+3,622
179 180
181
182 183