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
5051
$371K ﹤0.01%
52,684
+28,117
5052
$371K ﹤0.01%
68,615
+8,782
5053
$370K ﹤0.01%
24,610
+5,780
5054
$370K ﹤0.01%
74,702
-164,404
5055
$369K ﹤0.01%
15,788
-118
5056
$369K ﹤0.01%
12,209
+669
5057
$369K ﹤0.01%
44,278
-349,513
5058
$368K ﹤0.01%
26,496
+1,554
5059
$367K ﹤0.01%
122,139
-24,123
5060
$367K ﹤0.01%
13,914
+387
5061
$367K ﹤0.01%
30,567
-45,744
5062
$366K ﹤0.01%
16,637
+1,399
5063
$366K ﹤0.01%
44,132
-69,171
5064
$366K ﹤0.01%
95,331
-28,367
5065
$366K ﹤0.01%
102,887
+7,204
5066
$365K ﹤0.01%
6,975
+350
5067
$361K ﹤0.01%
43,970
+6,653
5068
$361K ﹤0.01%
15,854
+1,130
5069
$360K ﹤0.01%
18,174
-706
5070
$358K ﹤0.01%
49,194
+18,561
5071
$357K ﹤0.01%
3,399
+214
5072
$357K ﹤0.01%
22,763
-9,294
5073
$356K ﹤0.01%
+4,736
5074
$355K ﹤0.01%
21,468
+2,129
5075
$353K ﹤0.01%
27,956
+1,218
201 202
203
204 205