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
4651
$744K ﹤0.01%
23,882
-61,756
4652
$743K ﹤0.01%
575,700
-5,300
4653
$742K ﹤0.01%
48,690
+6,419
4654
$741K ﹤0.01%
16,687
-14,927
4655
$740K ﹤0.01%
3,240
+105
4656
$738K ﹤0.01%
10,541
-622
4657
$737K ﹤0.01%
58,828
+1,438
4658
$736K ﹤0.01%
40,883
-4,583
4659
$735K ﹤0.01%
56,952
+1,359
4660
$733K ﹤0.01%
62,911
+3,006
4661
$732K ﹤0.01%
30,850
+3,486
4662
$731K ﹤0.01%
26,615
+3,535
4663
$730K ﹤0.01%
253,615
-51,095
4664
$729K ﹤0.01%
54,606
-53,914
4665
$729K ﹤0.01%
10,429
-668
4666
$728K ﹤0.01%
31,563
-79
4667
$727K ﹤0.01%
23,868
+3,128
4668
$724K ﹤0.01%
42,826
+16,492
4669
$722K ﹤0.01%
70,750
+43,286
4670
$721K ﹤0.01%
63,082
-7,336
4671
$721K ﹤0.01%
121,519
+23,701
4672
$720K ﹤0.01%
100,303
+5,581
4673
$720K ﹤0.01%
33,452
+3,051
4674
$718K ﹤0.01%
72,648
+30,543
4675
$717K ﹤0.01%
325,973
-64,237
185 186
187
188 189