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
1226
$32.9M 0.01%
4,052,100
+5,998
1227
$32.9M 0.01%
683,655
+96,946
1228
$32.8M 0.01%
662,398
+151,581
1229
$32.7M 0.01%
3,634,052
-77,206
1230
$32.6M 0.01%
1,861,342
-729,931
1231
$32.5M 0.01%
656,723
-54,906
1232
$32.5M 0.01%
679,681
-39,483
1233
$32.5M 0.01%
1,497,614
+663,252
1234
$32.4M 0.01%
224,269
+52,004
1235
$32.4M 0.01%
288,932
+5,612
1236
$32.4M 0.01%
803,667
-939,103
1237
$32.4M 0.01%
1,138,334
-390,865
1238
$32.3M 0.01%
643,772
-68,380
1239
$32.3M 0.01%
5,000,400
-2,723,750
1240
$32.3M 0.01%
3,786,261
+1,341,681
1241
$32.3M 0.01%
630,765
+92,854
1242
$32.3M 0.01%
3,199,052
-459,358
1243
$32.3M 0.01%
946,403
+457
1244
$32.2M 0.01%
1,101,395
+594,991
1245
$32.2M 0.01%
1,900,821
+835,920
1246
$32.1M 0.01%
494,558
-130,827
1247
$32M 0.01%
1,940,502
-3,430
1248
$31.9M 0.01%
804,555
-359,545
1249
$31.9M 0.01%
1,965,550
+465,280
1250
$31.9M 0.01%
247,340
+9,714
48 49
50
51 52