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
1026
$41.9M 0.01%
3,961,011
-1,634,560
1027
$41.8M 0.01%
947,434
-366,422
1028
$41.8M 0.01%
2,501,148
+119,096
1029
$41.8M 0.01%
685,878
-522,889
1030
$41.8M 0.01%
779,214
-117,572
1031
$41.7M 0.01%
862,033
-92,673
1032
$41.5M 0.01%
844,773
+57,972
1033
$41.5M 0.01%
1,182,768
-801,965
1034
$41.5M 0.01%
986,028
-308,625
1035
$41.4M 0.01%
3,977,501
-78,179
1036
$41.4M 0.01%
2,226,119
-247,500
1037
$41.4M 0.01%
1,090,080
+257,691
1038
$41.2M 0.01%
2,292,850
+74,115
1039
$41.2M 0.01%
907,870
+222,432
1040
$41.2M 0.01%
272,716
+31,923
1041
$41.2M 0.01%
494,652
+45,011
1042
$41.1M 0.01%
882,884
-93,163
1043
$41.1M 0.01%
270,322
+116,476
1044
$41M 0.01%
2,196,510
-113,880
1045
$41M 0.01%
1,012,455
+218,253
1046
$41M 0.01%
1,023,149
+9,363
1047
$40.8M 0.01%
1,594,880
+163,808
1048
$40.7M 0.01%
537,688
-191,192
1049
$40.6M 0.01%
1,646,003
+184,252
1050
$40.6M 0.01%
610,757
+368,085
40 41
42
43 44