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
751
$69.5M 0.02%
908,889
+78,210
752
$69.3M 0.02%
1,376,328
+724,341
753
$69.3M 0.02%
10,465,598
-3,905,477
754
$69.3M 0.02%
3,601,433
-441,702
755
$69.1M 0.02%
5,314,050
+141,373
756
$69M 0.02%
2,244,786
+789,896
757
$68.8M 0.02%
1,114,966
+213,383
758
$68.6M 0.02%
1,261,599
+255,458
759
$68.3M 0.02%
504,803
-186,553
760
$68.2M 0.02%
435,135
+198,222
761
$68M 0.02%
1,932,520
-925,950
762
$67.7M 0.02%
486,457
-3,114
763
$67.5M 0.02%
1,374,229
+176,048
764
$67.4M 0.02%
1,525,218
-169,845
765
$67.1M 0.02%
4,310,798
+5,199
766
$67M 0.02%
1,170,740
+166,822
767
$66.8M 0.02%
349,085
+37,108
768
$66.8M 0.02%
1,366,977
+343,583
769
$66.8M 0.02%
1,065,482
-462,216
770
$66.7M 0.02%
1,684,442
-423,436
771
$66.7M 0.02%
3,965,340
+158,444
772
$66.6M 0.02%
3,033,875
-514,965
773
$66.6M 0.02%
1,360,559
+1,041,511
774
$66.6M 0.02%
1,245,552
+78,048
775
$66.5M 0.02%
3,781,306
-264,676
29 30
31
32 33