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
5101
$340K ﹤0.01%
56,493
+12,220
5102
$340K ﹤0.01%
21,227
-3,340
5103
$339K ﹤0.01%
13,826
+1,926
5104
$338K ﹤0.01%
17,971
-44
5105
$337K ﹤0.01%
7,262
-3,941
5106
$336K ﹤0.01%
8,548
+225
5107
$335K ﹤0.01%
27,433
5108
$335K ﹤0.01%
3,595
-7,154
5109
$335K ﹤0.01%
195,215
+175,111
5110
$334K ﹤0.01%
11,329
+11,197
5111
$334K ﹤0.01%
16,780
-9,867
5112
$334K ﹤0.01%
17,876
-4,322
5113
$332K ﹤0.01%
12,899
-1,050
5114
$330K ﹤0.01%
16,671
-1,084
5115
$330K ﹤0.01%
23,709
+8,844
5116
$329K ﹤0.01%
19,750
+3,047
5117
$328K ﹤0.01%
9,398
-1,618
5118
$328K ﹤0.01%
69,581
+734
5119
$328K ﹤0.01%
11,306
-66,541
5120
$328K ﹤0.01%
40,035
-542
5121
$327K ﹤0.01%
+23,307
5122
$327K ﹤0.01%
13,500
+4,350
5123
$327K ﹤0.01%
15,264
-1,591
5124
$326K ﹤0.01%
35,423
-848
5125
$325K ﹤0.01%
34,019
+1,911
203 204
205
206 207