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
4626
$779K ﹤0.01%
82,976
+5,123
4627
$778K ﹤0.01%
41,009
+3,233
4628
$777K ﹤0.01%
13,504
-44,444
4629
$776K ﹤0.01%
117,705
-1,218
4630
$770K ﹤0.01%
127,569
-11,096
4631
$770K ﹤0.01%
39,475
-513
4632
$768K ﹤0.01%
34,086
-1,054
4633
$767K ﹤0.01%
197,195
+88,590
4634
$764K ﹤0.01%
35,156
+3,650
4635
$764K ﹤0.01%
8,205
+4,829
4636
$764K ﹤0.01%
24,963
+3,342
4637
$761K ﹤0.01%
1,958
-233
4638
$761K ﹤0.01%
+9,607
4639
$759K ﹤0.01%
+20,287
4640
$757K ﹤0.01%
20,106
+731
4641
$755K ﹤0.01%
74,396
+43,655
4642
$754K ﹤0.01%
153,087
-20,355
4643
$754K ﹤0.01%
89,755
-54,557
4644
$753K ﹤0.01%
94,736
+68,477
4645
$752K ﹤0.01%
385,847
-80,404
4646
$751K ﹤0.01%
70,066
+6,009
4647
$747K ﹤0.01%
75,510
+14,844
4648
$747K ﹤0.01%
17,627
+1,629
4649
$746K ﹤0.01%
239,200
+28,400
4650
$744K ﹤0.01%
26,519
-34,799
184 185
186
187 188