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
5326
$210K ﹤0.01%
44,260
+28,092
5327
$210K ﹤0.01%
10,629
-14,145
5328
$209K ﹤0.01%
10,244
-2,232
5329
$209K ﹤0.01%
+43,741
5330
$209K ﹤0.01%
8,260
+1,565
5331
$209K ﹤0.01%
268
+7
5332
$208K ﹤0.01%
3,447
-899
5333
$206K ﹤0.01%
29,195
+600
5334
$205K ﹤0.01%
1,405
+557
5335
$204K ﹤0.01%
66,107
+55,774
5336
$203K ﹤0.01%
17,387
-832
5337
$203K ﹤0.01%
+429
5338
$203K ﹤0.01%
50,816
-13,666
5339
$202K ﹤0.01%
7,943
-150
5340
$201K ﹤0.01%
17,370
+4,640
5341
$201K ﹤0.01%
112,021
+24,561
5342
$201K ﹤0.01%
6,210
-942
5343
$201K ﹤0.01%
6,357
-3,944
5344
$201K ﹤0.01%
3,274
+449
5345
$200K ﹤0.01%
2,860
-1,840
5346
$200K ﹤0.01%
195
+16
5347
$200K ﹤0.01%
6,046
+353
5348
$199K ﹤0.01%
5,865
+671
5349
$198K ﹤0.01%
13,524
+1,529
5350
$198K ﹤0.01%
11,656
+6,141
212 213
214
215 216