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
551
$108M 0.03%
1,595,921
+117,945
552
$108M 0.03%
2,209,932
+1,041,316
553
$107M 0.03%
621,493
+153,015
554
$107M 0.03%
1,406,300
+432,837
555
$107M 0.03%
3,929,061
+497,598
556
$107M 0.03%
2,428,927
+319,680
557
$107M 0.03%
1,412,250
-695,945
558
$106M 0.03%
19,615,332
+13,871,523
559
$106M 0.03%
1,835,216
+834,336
560
$106M 0.03%
3,461,373
-581,105
561
$106M 0.03%
11,944,077
-534,480
562
$105M 0.03%
1,871,986
+189,325
563
$105M 0.03%
2,663,868
+1,322,572
564
$105M 0.03%
1,643,958
+63,153
565
$105M 0.03%
8,225,846
+3,536,521
566
$105M 0.03%
1,513,223
-2,299,838
567
$104M 0.03%
4,053,046
+1,820,458
568
$104M 0.03%
1,499,632
-154,670
569
$104M 0.03%
2,431,653
-2,351,774
570
$104M 0.03%
990,541
-635,123
571
$104M 0.03%
3,154,855
+29,669
572
$103M 0.03%
6,469,764
-1,058,010
573
$103M 0.03%
2,803,778
+755,506
574
$103M 0.03%
1,668,598
+736,737
575
$103M 0.03%
982,915
-755,220
21 22
23
24 25