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
5201
$282K ﹤0.01%
25,489
-51,669
5202
$281K ﹤0.01%
24,348
+6,275
5203
$281K ﹤0.01%
1,000
+80
5204
$280K ﹤0.01%
18,179
+141
5205
$280K ﹤0.01%
259,683
+114,648
5206
$279K ﹤0.01%
7,503
-1,890
5207
$279K ﹤0.01%
6,518
+4,066
5208
$279K ﹤0.01%
6,412
+1,214
5209
$279K ﹤0.01%
17,588
-300
5210
$278K ﹤0.01%
12,741
+1,477
5211
$277K ﹤0.01%
15,112
+1,738
5212
$276K ﹤0.01%
2,184
+584
5213
$276K ﹤0.01%
15,121
+507
5214
$275K ﹤0.01%
14,817
+11,871
5215
$275K ﹤0.01%
23,075
-1,514
5216
$274K ﹤0.01%
417
+59
5217
$274K ﹤0.01%
96,623
+11,883
5218
$274K ﹤0.01%
401,937
+7,790
5219
$273K ﹤0.01%
1,661
-7
5220
$273K ﹤0.01%
69,974
+32,458
5221
$271K ﹤0.01%
7,789
+286
5222
$270K ﹤0.01%
17,795
+12,695
5223
$270K ﹤0.01%
33,306
-9,950
5224
$270K ﹤0.01%
30,998
-64,088
5225
$269K ﹤0.01%
168,582
-267,284
207 208
209
210 211