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
1101
$38.4M 0.01%
3,654,810
-241,900
1102
$38.4M 0.01%
3,542,057
+10,073
1103
$38.4M 0.01%
849,940
-434,885
1104
$38.4M 0.01%
519,443
-291,559
1105
$38.3M 0.01%
949,958
+21,029
1106
$38.2M 0.01%
647,680
-187,069
1107
$38.1M 0.01%
1,418,893
-95,577
1108
$38M 0.01%
2,455,459
-13,481
1109
$38M 0.01%
534,662
-956,192
1110
$37.9M 0.01%
3,736,333
+966,681
1111
$37.9M 0.01%
2,219,341
+140,313
1112
$37.9M 0.01%
147,542
-85,888
1113
$37.8M 0.01%
374,564
+68,153
1114
$37.7M 0.01%
194,777
+36,885
1115
$37.6M 0.01%
306,898
-115,412
1116
$37.6M 0.01%
463,746
-9,018
1117
$37.6M 0.01%
625,732
+432,340
1118
$37.6M 0.01%
734,543
+638,235
1119
$37.5M 0.01%
1,369,177
-1,400,411
1120
$37.5M 0.01%
2,478,420
-1,361,660
1121
$37.5M 0.01%
586,652
+138,688
1122
$37.4M 0.01%
1,018,528
+11,109
1123
$37.4M 0.01%
800,492
-209,356
1124
$37.4M 0.01%
1,033,316
+341,143
1125
$37.4M 0.01%
543,490
+258,538
43 44
45
46 47