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
5076
$353K ﹤0.01%
5,742
-377
5077
$352K ﹤0.01%
43,892
+8,525
5078
$352K ﹤0.01%
8,416
+396
5079
$352K ﹤0.01%
16,621
+15,501
5080
$351K ﹤0.01%
43,487
+21,639
5081
$350K ﹤0.01%
14,809
5082
$349K ﹤0.01%
21,865
+15,891
5083
$349K ﹤0.01%
82,134
-23,426
5084
$348K ﹤0.01%
11,443
-5,778
5085
$348K ﹤0.01%
240,088
+156,186
5086
$348K ﹤0.01%
64,832
+58,833
5087
$346K ﹤0.01%
22,293
+4,886
5088
$346K ﹤0.01%
510
-510
5089
$345K ﹤0.01%
1,151
+52
5090
$344K ﹤0.01%
9,237
+1,324
5091
$344K ﹤0.01%
72,263
+55,991
5092
$344K ﹤0.01%
82,340
+14,130
5093
$343K ﹤0.01%
47,112
+348
5094
$343K ﹤0.01%
35,423
+7,320
5095
$343K ﹤0.01%
68,733
+38,971
5096
$343K ﹤0.01%
18,272
+17,022
5097
$342K ﹤0.01%
35,066
+1,686
5098
$342K ﹤0.01%
39,855
-8,826
5099
$342K ﹤0.01%
535,287
-554,076
5100
$341K ﹤0.01%
83,799
+7,827
202 203
204
205 206