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
5251
$252K ﹤0.01%
7,510
-3,582
5252
$252K ﹤0.01%
22,288
-20,660
5253
$251K ﹤0.01%
30,821
+15,107
5254
$251K ﹤0.01%
4,777
-10,730
5255
$251K ﹤0.01%
70,861
+11,517
5256
$250K ﹤0.01%
104,200
+40,800
5257
$249K ﹤0.01%
17,941
+2,435
5258
$249K ﹤0.01%
4,952
+797
5259
$249K ﹤0.01%
35,213
-2,881
5260
$249K ﹤0.01%
83,394
-5,455
5261
$249K ﹤0.01%
21,242
+853
5262
$248K ﹤0.01%
9,372
+316
5263
$248K ﹤0.01%
84
-71
5264
$248K ﹤0.01%
29,290
+21,393
5265
$247K ﹤0.01%
6,707
+1,023
5266
$246K ﹤0.01%
35,480
+200
5267
$245K ﹤0.01%
53,933
5268
$245K ﹤0.01%
12,749
+5,564
5269
$244K ﹤0.01%
3,735
-1,055
5270
$244K ﹤0.01%
53,477
-121,777
5271
$244K ﹤0.01%
1,047
+220
5272
$243K ﹤0.01%
8,103
+4,216
5273
$243K ﹤0.01%
4,721
+1,340
5274
$243K ﹤0.01%
19
+7
5275
$243K ﹤0.01%
49,740
-64,351
209 210
211
212 213