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
5151
$311K ﹤0.01%
19,999
+15,975
5152
$310K ﹤0.01%
16,341
-13,838
5153
$310K ﹤0.01%
15,873
+627
5154
$309K ﹤0.01%
124
+123
5155
$309K ﹤0.01%
21,368
+300
5156
$307K ﹤0.01%
15,309
+911
5157
$307K ﹤0.01%
48,575
+4,916
5158
$307K ﹤0.01%
20,365
-107
5159
$305K ﹤0.01%
36,018
+2,678
5160
$305K ﹤0.01%
1,014
+341
5161
$305K ﹤0.01%
28,928
-679
5162
$303K ﹤0.01%
35,363
+3,318
5163
$302K ﹤0.01%
1,224
+121
5164
$302K ﹤0.01%
98,476
+51,172
5165
$300K ﹤0.01%
54,374
+41,071
5166
$298K ﹤0.01%
217,533
-2,154
5167
$297K ﹤0.01%
16,407
-299,846
5168
$296K ﹤0.01%
33,816
+1,701
5169
$296K ﹤0.01%
16,444
-1,256
5170
$296K ﹤0.01%
78,686
+27,428
5171
$296K ﹤0.01%
6,028
+500
5172
$295K ﹤0.01%
17,548
-11,365
5173
$295K ﹤0.01%
27,418
-10,631
5174
$295K ﹤0.01%
92,223
+84,873
5175
$294K ﹤0.01%
11,617
-275
205 206
207
208 209