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
5001
$412K ﹤0.01%
51,901
-4,424
5002
$412K ﹤0.01%
20,846
+1,123
5003
$411K ﹤0.01%
96,237
-12,943
5004
$411K ﹤0.01%
4,887
5005
$410K ﹤0.01%
5,361
-219
5006
$410K ﹤0.01%
39,587
+7,657
5007
$409K ﹤0.01%
15,944
-657
5008
$408K ﹤0.01%
17,283
-256
5009
$407K ﹤0.01%
27,589
-1,169
5010
$407K ﹤0.01%
55,291
-10,914
5011
$406K ﹤0.01%
7,146
-1,880
5012
$405K ﹤0.01%
58,199
+50,950
5013
$404K ﹤0.01%
18,996
+1,297
5014
$404K ﹤0.01%
62,134
+1,347
5015
$404K ﹤0.01%
68,984
-14,166
5016
$404K ﹤0.01%
11,947
+11,181
5017
$403K ﹤0.01%
29,583
-5,033
5018
$402K ﹤0.01%
11,264
+2,710
5019
$401K ﹤0.01%
81,101
-14,967
5020
$401K ﹤0.01%
38,750
+3,334
5021
$400K ﹤0.01%
12,700
5022
$400K ﹤0.01%
54,652
-11,260
5023
$398K ﹤0.01%
9,551
+5,174
5024
$398K ﹤0.01%
44,267
-1,982
5025
$396K ﹤0.01%
993
-647
199 200
201
202 203