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
1051
$40.6M 0.01%
675,562
+289,119
1052
$40.4M 0.01%
905,071
-13,374
1053
$40.4M 0.01%
4,447,086
-348,173
1054
$40.4M 0.01%
958,247
-57,762
1055
$40.4M 0.01%
1,162,604
+6,525
1056
$40.3M 0.01%
877,988
-135,865
1057
$40.3M 0.01%
1,910,019
+1,581,092
1058
$40.2M 0.01%
1,671,274
+332,698
1059
$40.2M 0.01%
216,181
-120,294
1060
$40.2M 0.01%
857,285
+98,890
1061
$40.1M 0.01%
1,471,705
+120,772
1062
$40.1M 0.01%
1,952,306
-263,638
1063
$40M 0.01%
611,945
+359,335
1064
$40M 0.01%
1,864,800
+997,772
1065
$40M 0.01%
2,146,790
+1,635,613
1066
$40M 0.01%
1,446,182
+140,067
1067
$39.9M 0.01%
1,476,373
+64,268
1068
$39.9M 0.01%
4,172,651
+76,117
1069
$39.6M 0.01%
803,028
-875
1070
$39.6M 0.01%
4,967,590
+438,923
1071
$39.5M 0.01%
1,179,803
-16,314
1072
$39.5M 0.01%
1,074,877
-646,481
1073
$39.5M 0.01%
2,488,104
+1,223,971
1074
$39.5M 0.01%
846,808
-109,754
1075
$39.4M 0.01%
2,027,532
+12,904
41 42
43
44 45