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
5401
$174K ﹤0.01%
77,687
+28,803
5402
$173K ﹤0.01%
9,037
-13,075
5403
$173K ﹤0.01%
7,100
+1,680
5404
$173K ﹤0.01%
10,368
-1,369
5405
$173K ﹤0.01%
7,947
+2,234
5406
$173K ﹤0.01%
2,066
+77
5407
$173K ﹤0.01%
55,636
+15,091
5408
$172K ﹤0.01%
4,682
+146
5409
$171K ﹤0.01%
83,590
-522
5410
$170K ﹤0.01%
1,720
+315
5411
$170K ﹤0.01%
20,748
-66,556
5412
$169K ﹤0.01%
11,934
+1,097
5413
$168K ﹤0.01%
5,996
+823
5414
$166K ﹤0.01%
16,720
+16,712
5415
$166K ﹤0.01%
25,723
-1,423
5416
$165K ﹤0.01%
13,605
-44,029
5417
$165K ﹤0.01%
14,115
-388
5418
$164K ﹤0.01%
28,470
+5,272
5419
$164K ﹤0.01%
6,573
-966
5420
$163K ﹤0.01%
23,193
+15,137
5421
$162K ﹤0.01%
900
5422
$162K ﹤0.01%
13,497
5423
$162K ﹤0.01%
13,180
-6,062
5424
$162K ﹤0.01%
6,345
-736
5425
$161K ﹤0.01%
747
+309
215 216
217
218 219