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
651
$86.4M 0.02%
8,969,063
+3,406,636
652
$86.2M 0.02%
5,231,651
-50,821
653
$86M 0.02%
1,205,987
-116,861
654
$85.8M 0.02%
2,454,298
+15,788
655
$85.6M 0.02%
2,572,536
+226,790
656
$85.5M 0.02%
1,439,279
+192,329
657
$85.4M 0.02%
304,112
-208,980
658
$85.4M 0.02%
641,034
+280,689
659
$84.9M 0.02%
2,730,137
+1,443,846
660
$84.4M 0.02%
2,992,743
+108,229
661
$84.3M 0.02%
2,799,417
-83,379
662
$84.2M 0.02%
86,355
+16,883
663
$84.2M 0.02%
990,634
+371,752
664
$84.1M 0.02%
3,264,673
+1,259,473
665
$83.9M 0.02%
536,850
-9,298
666
$83.8M 0.02%
1,422,588
+1,018,092
667
$83.5M 0.02%
9,821,506
+329,376
668
$83.1M 0.02%
993,827
+136,270
669
$83M 0.02%
1,501,368
+433,434
670
$82.8M 0.02%
873,628
-628,037
671
$82.7M 0.02%
2,805,191
-580,042
672
$82.5M 0.02%
1,655,456
-21,411
673
$82.4M 0.02%
3,110,758
-1,162,842
674
$82.2M 0.02%
1,063,809
+822,438
675
$81.9M 0.02%
1,477,230
+730,664
25 26
27
28 29