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
5551
$108K ﹤0.01%
35,211
-2,432
5552
$107K ﹤0.01%
14,590
-414,049
5553
$107K ﹤0.01%
4,245
+541
5554
$106K ﹤0.01%
6,442
-1,515
5555
$106K ﹤0.01%
3,499
+2,394
5556
$105K ﹤0.01%
2,154
+116
5557
$104K ﹤0.01%
4,992
-73,536
5558
$104K ﹤0.01%
167
+107
5559
$104K ﹤0.01%
5,929
+784
5560
$104K ﹤0.01%
132,200
+800
5561
$104K ﹤0.01%
+1,013
5562
$104K ﹤0.01%
20,337
5563
$102K ﹤0.01%
3,911
-51
5564
$101K ﹤0.01%
8,334
5565
$101K ﹤0.01%
6,500
+500
5566
$100K ﹤0.01%
5,376
-842
5567
$100K ﹤0.01%
24,681
+200
5568
$100K ﹤0.01%
12,329
+534
5569
– –
0
5570
$100K ﹤0.01%
1,660
+1,335
5571
$100K ﹤0.01%
9,413
-115,353
5572
$99K ﹤0.01%
+5,567
5573
$99K ﹤0.01%
6,250
5574
$99K ﹤0.01%
10,494
-57,638
5575
$99K ﹤0.01%
706
-166
221 222
223
224 225