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
876
$53.8M 0.01%
512,112
+236,018
877
$53.8M 0.01%
714,243
+335,163
878
$53.7M 0.01%
4,313,790
-2,302,870
879
$53.4M 0.01%
430,983
+24,918
880
$53.3M 0.01%
1,701,748
+336,638
881
$53.3M 0.01%
1,535,927
-3,854,581
882
$53.3M 0.01%
14,402,289
-2,538,878
883
$53.2M 0.01%
553,950
+156,477
884
$53.1M 0.01%
1,670,590
+213,974
885
$53.1M 0.01%
3,125,352
+158,401
886
$53M 0.01%
406,442
+148,363
887
$52.8M 0.01%
888,674
+572,021
888
$52.4M 0.01%
2,822,162
-83,774
889
$52.4M 0.01%
614,542
-276,284
890
$52.2M 0.01%
440,859
-26,049
891
$51.9M 0.01%
1,485,380
-140,620
892
$51.7M 0.01%
4,472,285
+27,257
893
$51.7M 0.01%
3,738,596
+508,144
894
$51.6M 0.01%
2,298,115
+2,212,277
895
$51.6M 0.01%
1,955,508
+598,436
896
$51.5M 0.01%
1,620,597
+66,939
897
$51.3M 0.01%
679,475
-66,579
898
$51.3M 0.01%
757,270
+5,037
899
$51.2M 0.01%
190,581
-124
900
$51.2M 0.01%
933,583
-37,791
34 35
36
37 38