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
4751
$639K ﹤0.01%
83,657
+26,869
4752
$636K ﹤0.01%
14,115
+561
4753
$635K ﹤0.01%
32,455
-8,721
4754
$634K ﹤0.01%
49,250
-32
4755
$634K ﹤0.01%
29,996
+936
4756
$634K ﹤0.01%
62,645
-15,668
4757
$632K ﹤0.01%
166,203
+9,803
4758
$630K ﹤0.01%
10,274
+3,610
4759
$629K ﹤0.01%
187,913
-39,908
4760
$629K ﹤0.01%
9,612
+1,521
4761
$629K ﹤0.01%
35,017
-1,892
4762
$628K ﹤0.01%
9,776
-29,275
4763
$624K ﹤0.01%
24,460
+2,979
4764
$622K ﹤0.01%
7,515
+7,465
4765
$622K ﹤0.01%
26,615
-20,190
4766
$621K ﹤0.01%
71,970
-285,349
4767
$620K ﹤0.01%
27,997
-922
4768
$620K ﹤0.01%
89,909
-666
4769
$620K ﹤0.01%
3,301,217
-53,108
4770
$619K ﹤0.01%
58,990
-2,164
4771
$617K ﹤0.01%
25,301
+1,646
4772
$617K ﹤0.01%
49,332
-6,475
4773
$616K ﹤0.01%
20,656
-10,362
4774
$616K ﹤0.01%
60,371
-271,598
4775
$615K ﹤0.01%
92,791
-4,434
189 190
191
192 193