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
4876
$517K ﹤0.01%
50,007
-9,200
4877
$516K ﹤0.01%
39,765
+456
4878
$516K ﹤0.01%
21,718
+17,418
4879
$515K ﹤0.01%
16,231
-13,198
4880
$513K ﹤0.01%
19,127
-1,224
4881
$513K ﹤0.01%
61,847
+2,205
4882
$513K ﹤0.01%
82,741
+933
4883
$513K ﹤0.01%
38,937
+5,636
4884
$512K ﹤0.01%
6,433
+2,254
4885
$510K ﹤0.01%
47,438
-139
4886
$509K ﹤0.01%
180,573
4887
$507K ﹤0.01%
51,533
+74
4888
$507K ﹤0.01%
641
+321
4889
$507K ﹤0.01%
+37,543
4890
$505K ﹤0.01%
63,246
+11,611
4891
$502K ﹤0.01%
9,890
+734
4892
$502K ﹤0.01%
27,853
+786
4893
$501K ﹤0.01%
287
-97
4894
$501K ﹤0.01%
20,540
+946
4895
$497K ﹤0.01%
18,587
+15,776
4896
$496K ﹤0.01%
28,679
-7,135
4897
$496K ﹤0.01%
117,315
+4,987
4898
$492K ﹤0.01%
3,792
+1,078
4899
$491K ﹤0.01%
9,913
-594
4900
$491K ﹤0.01%
18,718
-8,377
194 195
196
197 198