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
501
$120M 0.03%
7,535,693
+677,655
502
$119M 0.03%
1,892,250
+238,817
503
$119M 0.03%
1,210,852
-485,750
504
$119M 0.03%
690,369
-236,079
505
$119M 0.03%
1,443,216
-4,003
506
$118M 0.03%
1,698,504
-336,225
507
$118M 0.03%
2,418,802
+177,352
508
$118M 0.03%
1,174,387
-271,155
509
$118M 0.03%
1,126,947
+168,676
510
$117M 0.03%
2,654,692
-106,968
511
$117M 0.03%
2,968,301
-7,076,845
512
$117M 0.03%
13,119,462
+6,678,364
513
$117M 0.03%
7,459,428
+256,626
514
$117M 0.03%
3,433,448
+1,287,095
515
$117M 0.03%
3,118,697
-85,450
516
$116M 0.03%
11,984,840
+24,830
517
$116M 0.03%
8,698,808
+45,274
518
$115M 0.03%
4,089,160
-571,512
519
$115M 0.03%
3,346,611
-4,629,535
520
$115M 0.03%
2,305,377
-71,413
521
$114M 0.03%
1,343,910
-29,121
522
$114M 0.03%
1,543,676
-2,804,718
523
$114M 0.03%
718,612
-121,117
524
$114M 0.03%
4,358,500
+515,635
525
$114M 0.03%
1,850,034
-814,472
19 20
21
22 23