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
926
$49.5M 0.01%
268,552
-92,457
927
$49.3M 0.01%
4,905,358
-10,102,609
928
$49.2M 0.01%
588,174
-79,169
929
$49.2M 0.01%
507,514
-721,206
930
$49.2M 0.01%
406,011
-821,427
931
$49.2M 0.01%
1,995,956
+87,014
932
$49.1M 0.01%
980,991
+839,945
933
$49.1M 0.01%
2,171,091
+35,361
934
$49.1M 0.01%
1,021,399
-22,134
935
$49M 0.01%
916,917
-86,146
936
$49M 0.01%
732,467
+52,222
937
$49M 0.01%
2,403,623
+299,803
938
$48.9M 0.01%
1,708,788
-315,740
939
$48.7M 0.01%
1,882,880
-1,726,287
940
$48.7M 0.01%
712,127
-63,689
941
$48.7M 0.01%
432,041
-271,782
942
$48.6M 0.01%
1,214,875
-211,158
943
$48.5M 0.01%
938,179
+134,249
944
$48.4M 0.01%
760,989
+130,123
945
$48.4M 0.01%
1,179,957
-222,069
946
$48.1M 0.01%
1,618,304
+446,145
947
$48.1M 0.01%
1,111,171
-122,625
948
$48M 0.01%
273,993
+148,356
949
$48M 0.01%
912,690
+206,016
950
$48M 0.01%
693,242
+142,579
36 37
38
39 40