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
5601
$89K ﹤0.01%
2,848
-790
5602
$88K ﹤0.01%
17,688
+17,678
5603
$88K ﹤0.01%
22
-7
5604
$88K ﹤0.01%
12,076
-3,861
5605
$88K ﹤0.01%
4,500
-1,000
5606
$87K ﹤0.01%
2,808
-1,165
5607
$87K ﹤0.01%
3,827
+3,068
5608
$87K ﹤0.01%
8,717
-1,900
5609
$87K ﹤0.01%
5,902
5610
$87K ﹤0.01%
64,664
+24,300
5611
$85K ﹤0.01%
483
-29
5612
$85K ﹤0.01%
12,706
-2,394
5613
$84K ﹤0.01%
198
-13
5614
$84K ﹤0.01%
+237
5615
$84K ﹤0.01%
3,766
+2,016
5616
$84K ﹤0.01%
2,989
+839
5617
$84K ﹤0.01%
6,424
+704
5618
$83K ﹤0.01%
2,467
+663
5619
$83K ﹤0.01%
2,308
+1,905
5620
$83K ﹤0.01%
1,467
-525
5621
$82K ﹤0.01%
9,528
-1,524
5622
$82K ﹤0.01%
3,467
+1,028
5623
$81K ﹤0.01%
2,974
-2,598
5624
$81K ﹤0.01%
+1,390
5625
$81K ﹤0.01%
577
223 224
225
226 227