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
5476
$140K ﹤0.01%
38,082
+4,472
5477
$140K ﹤0.01%
10,741
-357
5478
$140K ﹤0.01%
3,446
-677
5479
$140K ﹤0.01%
17,468
-275
5480
$139K ﹤0.01%
791
+507
5481
$138K ﹤0.01%
5,279
+1,217
5482
$138K ﹤0.01%
103,229
+722
5483
$138K ﹤0.01%
7,490
5484
$137K ﹤0.01%
20,415
+698
5485
$137K ﹤0.01%
6,448
-56,852
5486
$137K ﹤0.01%
14,362
+12,488
5487
$136K ﹤0.01%
22,657
-28,485
5488
$135K ﹤0.01%
+4,624
5489
$135K ﹤0.01%
17,207
-23,105
5490
$134K ﹤0.01%
165
+84
5491
$133K ﹤0.01%
8,965
+4,468
5492
$133K ﹤0.01%
7,989
-9,571
5493
$133K ﹤0.01%
818
+6
5494
$132K ﹤0.01%
219,000
5495
$132K ﹤0.01%
12,485
5496
$130K ﹤0.01%
1,588
-200
5497
$130K ﹤0.01%
1,144
-492
5498
$129K ﹤0.01%
36,947
+4,679
5499
$129K ﹤0.01%
3,762
5500
$128K ﹤0.01%
5,944
+287
218 219
220
221 222