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
5226
$269K ﹤0.01%
6,738
-330
5227
$269K ﹤0.01%
109,875
-63,925
5228
$269K ﹤0.01%
93,124
+54,424
5229
$267K ﹤0.01%
8,526
-309,990
5230
$267K ﹤0.01%
51,088
+2,460
5231
$267K ﹤0.01%
15,238
+13,938
5232
$266K ﹤0.01%
29,881
+4,553
5233
$265K ﹤0.01%
16,524
+16,474
5234
$263K ﹤0.01%
8,152
-9,447
5235
$261K ﹤0.01%
37,693
-72,256
5236
$261K ﹤0.01%
21,771
5237
$261K ﹤0.01%
3,104
+2,792
5238
$261K ﹤0.01%
20,646
+1,762
5239
$260K ﹤0.01%
94,113
-7,101
5240
$259K ﹤0.01%
34,794
+30,482
5241
$259K ﹤0.01%
23,614
+1,314
5242
$258K ﹤0.01%
30
-23
5243
$257K ﹤0.01%
28,633
-692
5244
$256K ﹤0.01%
19,448
+1,184
5245
$254K ﹤0.01%
93,358
+1,588
5246
$254K ﹤0.01%
14,016
-1,654
5247
$254K ﹤0.01%
14,387
-19,022
5248
$254K ﹤0.01%
69
+17
5249
$253K ﹤0.01%
187,510
+11,826
5250
$253K ﹤0.01%
20,063
+589
208 209
210
211 212