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
4826
$568K ﹤0.01%
23,295
+7,149
4827
$567K ﹤0.01%
24,764
-12,895
4828
$567K ﹤0.01%
21,863
4829
$566K ﹤0.01%
398
+267
4830
$566K ﹤0.01%
270,683
+63,608
4831
$564K ﹤0.01%
9,056
-668
4832
$562K ﹤0.01%
22,462
+997
4833
$561K ﹤0.01%
39,137
-2,883
4834
$559K ﹤0.01%
15,407
+1,096
4835
$558K ﹤0.01%
19,249
+5,356
4836
$556K ﹤0.01%
18,276
-2,208
4837
$556K ﹤0.01%
108,023
+95,233
4838
$554K ﹤0.01%
16,805
-4,907
4839
$554K ﹤0.01%
22,892
+2,577
4840
$552K ﹤0.01%
28,500
-998
4841
$551K ﹤0.01%
32,823
-3,364
4842
$551K ﹤0.01%
63,345
-186,695
4843
$550K ﹤0.01%
+23,653
4844
$549K ﹤0.01%
21,479
-86,700
4845
$548K ﹤0.01%
40,795
-60,069
4846
$547K ﹤0.01%
21,190
-4,265
4847
$546K ﹤0.01%
6,910
-191,886
4848
$544K ﹤0.01%
29,028
+22
4849
$544K ﹤0.01%
32,686
+551
4850
$543K ﹤0.01%
74,369
+52,320
192 193
194
195 196