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
1151
$36M 0.01%
2,055,940
-1,153,050
1152
$36M 0.01%
1,793,738
-13,997
1153
$35.9M 0.01%
175,877
-158,755
1154
$35.9M 0.01%
2,715,643
+360,676
1155
$35.9M 0.01%
858,806
+475,847
1156
$35.8M 0.01%
618,665
+139,104
1157
$35.7M 0.01%
1,174,573
-243,949
1158
$35.7M 0.01%
1,565,875
-3,383
1159
$35.6M 0.01%
2,005,281
+1,200,274
1160
$35.6M 0.01%
911,299
-924,932
1161
$35.5M 0.01%
1,392,612
-4,967
1162
$35.5M 0.01%
357,392
-32,816
1163
$35.5M 0.01%
1,041,772
+165,632
1164
$35.5M 0.01%
2,351,696
+89,426
1165
$35.4M 0.01%
1,010,026
-83,290
1166
$35.4M 0.01%
831,639
+97,058
1167
$35.3M 0.01%
654,146
+80,532
1168
$35.3M 0.01%
916,292
-575,819
1169
$35.2M 0.01%
2,973,911
+271,102
1170
$35.2M 0.01%
1,452,574
-583,378
1171
$35.1M 0.01%
726,016
+27,015
1172
$35.1M 0.01%
1,222,629
-188,730
1173
$35.1M 0.01%
1,798,575
+1,011,256
1174
$35M 0.01%
332,802
+68,031
1175
$35M 0.01%
550,532
-28,476
45 46
47
48 49