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
4901
$490K ﹤0.01%
22,845
-8,622
4902
$490K ﹤0.01%
75,323
+2,313
4903
$488K ﹤0.01%
51,990
+7,911
4904
$488K ﹤0.01%
22,736
+4,109
4905
$487K ﹤0.01%
59,340
+38,679
4906
$487K ﹤0.01%
125,784
-33,732
4907
$486K ﹤0.01%
155,829
+6,976
4908
$486K ﹤0.01%
37,748
-23,577
4909
$485K ﹤0.01%
30,993
-350
4910
$485K ﹤0.01%
47,355
+1,106
4911
$484K ﹤0.01%
15,006
-1,963
4912
$484K ﹤0.01%
115,424
+99,124
4913
$483K ﹤0.01%
18,110
-1,749
4914
$481K ﹤0.01%
15,652
+5,864
4915
$479K ﹤0.01%
65,554
-32,222
4916
$475K ﹤0.01%
37,598
+2,890
4917
$474K ﹤0.01%
40,632
+4,233
4918
$474K ﹤0.01%
290,552
+82,845
4919
$473K ﹤0.01%
40,603
+1,020
4920
$472K ﹤0.01%
18,236
+800
4921
$472K ﹤0.01%
19,556
-1,394
4922
$471K ﹤0.01%
18,392
-715
4923
$471K ﹤0.01%
41,110
-14,586
4924
$471K ﹤0.01%
+58,851
4925
$470K ﹤0.01%
18,875
-217
195 196
197
198 199