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
5726
$51K ﹤0.01%
3,517
+3,417
5727
$51K ﹤0.01%
7,246
+6,960
5728
$51K ﹤0.01%
413
-44
5729
$51K ﹤0.01%
5,076
-16,526
5730
$49K ﹤0.01%
4
+1
5731
$49K ﹤0.01%
3
-1
5732
$49K ﹤0.01%
2,284
+1,285
5733
$49K ﹤0.01%
+3,211
5734
$49K ﹤0.01%
58,600
+400
5735
$49K ﹤0.01%
14,537
-1,792
5736
$49K ﹤0.01%
20,062
-43
5737
$48K ﹤0.01%
2,350
-350
5738
$48K ﹤0.01%
177
-475
5739
$48K ﹤0.01%
1,475
5740
$48K ﹤0.01%
5,826
-9,720
5741
$48K ﹤0.01%
1,293
-625
5742
$48K ﹤0.01%
19,750
5743
$48K ﹤0.01%
29,222
+377
5744
$48K ﹤0.01%
9,859
-14,399
5745
$48K ﹤0.01%
900
+800
5746
$47K ﹤0.01%
835
-738
5747
$47K ﹤0.01%
3,332
+2,696
5748
$47K ﹤0.01%
1,185
+191
5749
$46K ﹤0.01%
1,765
+1,565
5750
$46K ﹤0.01%
5,284
-1,241
228 229
230
231 232