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
5026
$395K ﹤0.01%
80,785
+2,659
5027
$395K ﹤0.01%
9,980
-957
5028
$395K ﹤0.01%
17,732
+736
5029
$395K ﹤0.01%
16,126
+5,416
5030
$395K ﹤0.01%
48,296
-3,491
5031
$394K ﹤0.01%
33,554
+21,832
5032
$394K ﹤0.01%
31,126
+196
5033
$391K ﹤0.01%
84,425
+3,322
5034
$390K ﹤0.01%
21,388
-809
5035
$388K ﹤0.01%
76,691
+10,847
5036
$387K ﹤0.01%
982
+405
5037
$385K ﹤0.01%
26,244
+2,223
5038
$383K ﹤0.01%
14,314
+1,244
5039
$380K ﹤0.01%
60,581
-111,719
5040
$380K ﹤0.01%
90,600
-34,500
5041
$377K ﹤0.01%
6,142
+437
5042
$377K ﹤0.01%
12,990
-788
5043
$377K ﹤0.01%
20,664
-35,332
5044
$376K ﹤0.01%
7,522
+295
5045
$376K ﹤0.01%
12,790
-4,222
5046
$375K ﹤0.01%
19,894
+1,320
5047
$373K ﹤0.01%
30,341
-3,010
5048
$373K ﹤0.01%
28,666
+3,859
5049
$372K ﹤0.01%
14,270
-169,225
5050
$372K ﹤0.01%
93,647
+2,109
200 201
202
203 204