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
1251
$31.9M 0.01%
5,366,549
+2,395,307
1252
$31.8M 0.01%
24,536
-873
1253
$31.8M 0.01%
1,402,390
-837,745
1254
$31.8M 0.01%
1,076,308
+2,874
1255
$31.8M 0.01%
1,942,206
-6,535,283
1256
$31.7M 0.01%
387,134
+175,616
1257
$31.6M 0.01%
635,791
-45,603
1258
$31.6M 0.01%
388,575
+218,054
1259
$31.6M 0.01%
398,135
+338,667
1260
$31.6M 0.01%
367,894
-275,455
1261
$31.6M 0.01%
345,742
+19,956
1262
$31.6M 0.01%
888,349
+340,173
1263
$31.5M 0.01%
969,911
+128,718
1264
$31.4M 0.01%
196,680
-7,002
1265
$31.4M 0.01%
271,554
-217,681
1266
$31.4M 0.01%
976,728
+217,328
1267
$31.4M 0.01%
1,028,267
-280,468
1268
$31.4M 0.01%
1,506,546
-20,860
1269
$31.3M 0.01%
1,323,196
+71,009
1270
$31.3M 0.01%
1,372,118
+889,860
1271
$31.3M 0.01%
391,834
-20,135
1272
$31.2M 0.01%
1,202,652
+111,620
1273
$31.2M 0.01%
261,015
+61,502
1274
$31.1M 0.01%
369,882
+84,029
1275
$31.1M 0.01%
635,475
+166,489
49 50
51
52 53