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
4926
$470K ﹤0.01%
10,260
+1,496
4927
$470K ﹤0.01%
35,770
-104,542
4928
$469K ﹤0.01%
16,031
+964
4929
$467K ﹤0.01%
133,223
-6,698
4930
$467K ﹤0.01%
79,118
+66,987
4931
$466K ﹤0.01%
21,537
+9,302
4932
$465K ﹤0.01%
31,001
+23,890
4933
$464K ﹤0.01%
111,350
-96,501
4934
$463K ﹤0.01%
15,141
+11,075
4935
$463K ﹤0.01%
353,591
+60,096
4936
$463K ﹤0.01%
2,865
+220
4937
$463K ﹤0.01%
16,766
-1,092
4938
$462K ﹤0.01%
109,912
+50,584
4939
$461K ﹤0.01%
17,496
+8,453
4940
$461K ﹤0.01%
25,414
-1,376
4941
$461K ﹤0.01%
10,003
+2,558
4942
$460K ﹤0.01%
25,824
+3,605
4943
$460K ﹤0.01%
27,180
+490
4944
$459K ﹤0.01%
23,236
+7,387
4945
$459K ﹤0.01%
39,811
+3,641
4946
$457K ﹤0.01%
33,719
+3,343
4947
$455K ﹤0.01%
408
-5,478
4948
$455K ﹤0.01%
121,094
-59,244
4949
$455K ﹤0.01%
75,406
-16,844
4950
$454K ﹤0.01%
44,179
+2,700
196 197
198
199 200