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
1126
$37.2M 0.01%
3,047,060
-1,356
1127
$37.2M 0.01%
1,199,862
-2,439
1128
$37.2M 0.01%
4,559,212
+54,839
1129
$37.2M 0.01%
2,080,372
+221,326
1130
$37.1M 0.01%
3,014,783
+322,149
1131
$37.1M 0.01%
272,502
-31,732
1132
$37M 0.01%
1,694,641
-573,144
1133
$36.9M 0.01%
1,181,032
-48,494
1134
$36.9M 0.01%
4,159,931
+193,020
1135
$36.8M 0.01%
311,150
+243,484
1136
$36.8M 0.01%
290,893
-113,917
1137
$36.7M 0.01%
210,142
+52,757
1138
$36.6M 0.01%
394,347
-399,334
1139
$36.6M 0.01%
1,959,971
+357,153
1140
$36.5M 0.01%
2,318,403
-71,347
1141
$36.4M 0.01%
325,602
+66,105
1142
$36.4M 0.01%
452,561
+100,463
1143
$36.4M 0.01%
1,727,293
-56,056
1144
$36.3M 0.01%
3,125,946
-484,758
1145
$36.3M 0.01%
2,416,872
+1,077,366
1146
$36.3M 0.01%
305,846
-311,912
1147
$36.1M 0.01%
386,120
+8,439
1148
$36.1M 0.01%
756,565
-672,194
1149
$36M 0.01%
1,060,560
+24,467
1150
$36M 0.01%
1,166,211
+2,465
44 45
46
47 48