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
5426
– –
0
5427
$160K ﹤0.01%
4,868
-181
5428
$160K ﹤0.01%
692
-48
5429
$160K ﹤0.01%
390,930
+14,700
5430
$159K ﹤0.01%
6,132
-214
5431
$159K ﹤0.01%
5,328
+1,733
5432
$159K ﹤0.01%
+16,314
5433
$159K ﹤0.01%
8,434
-25,867
5434
$158K ﹤0.01%
77,033
-723
5435
$157K ﹤0.01%
17,106
-807
5436
$157K ﹤0.01%
11,030
+477
5437
$157K ﹤0.01%
26,771
+1,449
5438
$156K ﹤0.01%
53,225
+800
5439
$155K ﹤0.01%
3,280
+2,733
5440
$155K ﹤0.01%
4,193
-250
5441
$155K ﹤0.01%
8,564
+3,567
5442
– –
0
5443
$154K ﹤0.01%
10,159
+4,163
5444
$153K ﹤0.01%
19,257
-105,970
5445
$152K ﹤0.01%
+1,352
5446
$152K ﹤0.01%
12,600
-5,100
5447
$152K ﹤0.01%
21,270
5448
$151K ﹤0.01%
486
-694
5449
$151K ﹤0.01%
15,076
+95
5450
$150K ﹤0.01%
6,270
+508
216 217
218
219 220