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
1276
$31.1M 0.01%
820,422
-90,701
1277
$31.1M 0.01%
569,968
-233,432
1278
$31.1M 0.01%
490,092
+7,314
1279
$31M 0.01%
990,382
+752,944
1280
$30.9M 0.01%
645,580
-190,459
1281
$30.8M 0.01%
3,807,418
+2,853,639
1282
$30.8M 0.01%
747,631
-496,227
1283
$30.7M 0.01%
1,353,672
+1,481
1284
$30.7M 0.01%
505,510
+87,862
1285
$30.6M 0.01%
1,734,720
-127,555
1286
$30.6M 0.01%
4,197,250
+346,008
1287
$30.6M 0.01%
1,233,931
+209,423
1288
$30.5M 0.01%
1,124,301
+254,055
1289
$30.4M 0.01%
1,009,243
-26,448
1290
$30.4M 0.01%
454,912
+127,092
1291
$30.3M 0.01%
769,310
+55,113
1292
$30.2M 0.01%
1,959,324
+831,404
1293
$30.2M 0.01%
881,133
-726,244
1294
$30.1M 0.01%
546,628
+96,609
1295
$30M 0.01%
750,859
+22,897
1296
$30M 0.01%
1,033,712
-379,977
1297
$29.9M 0.01%
1,807,329
-144,599
1298
$29.9M 0.01%
494,848
+300,400
1299
$29.9M 0.01%
656,839
+120,442
1300
$29.9M 0.01%
1,437,249
+163,739
50 51
52
53 54