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
4776
$611K ﹤0.01%
3,549
-8,104
4777
$610K ﹤0.01%
134,500
+1,500
4778
$610K ﹤0.01%
49,834
-11,193
4779
$608K ﹤0.01%
45,028
+1,919
4780
$608K ﹤0.01%
37,743
-8,221
4781
$608K ﹤0.01%
32,672
-6,297
4782
$605K ﹤0.01%
32,707
+17,388
4783
$605K ﹤0.01%
16,433
-3,299
4784
$605K ﹤0.01%
10,667
-10,406
4785
$604K ﹤0.01%
49,338
+558
4786
$604K ﹤0.01%
16,646
+2,025
4787
$600K ﹤0.01%
25,484
+11,387
4788
$599K ﹤0.01%
52,215
-673,745
4789
$598K ﹤0.01%
89,131
+18,532
4790
$596K ﹤0.01%
2,382
-242
4791
$594K ﹤0.01%
47,925
+14,261
4792
$594K ﹤0.01%
27,307
-1,425
4793
$593K ﹤0.01%
17,269
+2,488
4794
$592K ﹤0.01%
6,630
+319
4795
$591K ﹤0.01%
43,415
+1,615
4796
$590K ﹤0.01%
19,487
+14,704
4797
$590K ﹤0.01%
20,798
-21,861
4798
$590K ﹤0.01%
7,814
+635
4799
$589K ﹤0.01%
5,605
+3,803
4800
$589K ﹤0.01%
55,113
+7,131
190 191
192
193 194