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
4676
$716K ﹤0.01%
26,412
+21,771
4677
$716K ﹤0.01%
41,747
+1,723
4678
$716K ﹤0.01%
3,798
+1,081
4679
$716K ﹤0.01%
17,924
-2,376
4680
$715K ﹤0.01%
6,412
-452
4681
$715K ﹤0.01%
31,776
-71,231
4682
$714K ﹤0.01%
36,998
+1,127
4683
$714K ﹤0.01%
63,214
-79,279
4684
$714K ﹤0.01%
2,080
+1,961
4685
$714K ﹤0.01%
72,959
+23,862
4686
$711K ﹤0.01%
14,192
-2,675
4687
$707K ﹤0.01%
230,000
+52,400
4688
$702K ﹤0.01%
32,197
-194
4689
$701K ﹤0.01%
21,719
+6,061
4690
$701K ﹤0.01%
80,151
+2,050
4691
$698K ﹤0.01%
26,828
+1,296
4692
$696K ﹤0.01%
12,069
-313
4693
$695K ﹤0.01%
217,520
+9,325
4694
$695K ﹤0.01%
56,284
+24,115
4695
$693K ﹤0.01%
179,994
+150,599
4696
$691K ﹤0.01%
15,548
+504
4697
$691K ﹤0.01%
22,188
+6,768
4698
$691K ﹤0.01%
49,021
+9,827
4699
$690K ﹤0.01%
22,840
+3,707
4700
$688K ﹤0.01%
47,134
+11,201
186 187
188
189 190