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
5751
$46K ﹤0.01%
4,200
-1
5752
$46K ﹤0.01%
7,378
-6,625
5753
$46K ﹤0.01%
4,500
5754
$45K ﹤0.01%
1,811
-64
5755
$45K ﹤0.01%
915
+268
5756
$45K ﹤0.01%
1,060
+183
5757
$45K ﹤0.01%
+1,601
5758
$44K ﹤0.01%
12,500
5759
$44K ﹤0.01%
6,050
+1,550
5760
$43K ﹤0.01%
14,023
+23
5761
$43K ﹤0.01%
1,329
+829
5762
$43K ﹤0.01%
3,940
-8,516
5763
$43K ﹤0.01%
+866
5764
$43K ﹤0.01%
+7,000
5765
$43K ﹤0.01%
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5766
$43K ﹤0.01%
15,667
-5,251
5767
$43K ﹤0.01%
530
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5768
$43K ﹤0.01%
6,091
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5769
$43K ﹤0.01%
2,738
5770
$43K ﹤0.01%
1,769
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5771
$43K ﹤0.01%
266,083
-63,153
5772
$43K ﹤0.01%
+4,889
5773
$42K ﹤0.01%
561
+63
5774
$42K ﹤0.01%
+730
5775
$42K ﹤0.01%
4,402
-4,283
229 230
231
232 233