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
5276
$242K ﹤0.01%
28,177
+593
5277
$241K ﹤0.01%
11,229
+499
5278
$239K ﹤0.01%
193,714
+6,265
5279
$239K ﹤0.01%
72,270
+6,600
5280
$238K ﹤0.01%
2,673
+2,343
5281
$237K ﹤0.01%
+58
5282
$237K ﹤0.01%
4,561
+28
5283
$236K ﹤0.01%
+8,597
5284
$235K ﹤0.01%
33,064
-6,817
5285
$235K ﹤0.01%
10,412
+6,601
5286
$234K ﹤0.01%
5,765
+1,966
5287
$234K ﹤0.01%
30,830
-23,062
5288
$233K ﹤0.01%
9,494
+266
5289
$233K ﹤0.01%
68,006
-94,089
5290
$232K ﹤0.01%
4,215
+2,253
5291
$231K ﹤0.01%
31,109
-3,794
5292
$231K ﹤0.01%
133,223
-38,585
5293
$230K ﹤0.01%
22,052
-72,190
5294
$230K ﹤0.01%
7,277
-1,153
5295
$229K ﹤0.01%
4,088
-323
5296
$228K ﹤0.01%
7,837
-691
5297
$228K ﹤0.01%
5,256
-500
5298
$226K ﹤0.01%
15,910
-770
5299
$225K ﹤0.01%
4,501
-26
5300
$225K ﹤0.01%
25,967
-14,029
210 211
212
213 214