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
1301
$29.8M 0.01%
612,312
-26,988
1302
$29.7M 0.01%
656,096
-13,696
1303
$29.7M 0.01%
749,796
-60,627
1304
$29.7M 0.01%
634,356
-13,808
1305
$29.5M 0.01%
823,324
+278,130
1306
$29.5M 0.01%
3,018,249
+111,317
1307
$29.5M 0.01%
785,822
-202,163
1308
$29.5M 0.01%
519,589
+381,394
1309
$29.4M 0.01%
569,557
+64,007
1310
$29.3M 0.01%
1,131,065
+355,830
1311
$29.3M 0.01%
632,296
+262,007
1312
$29.3M 0.01%
3,083,897
-8,563
1313
$29.3M 0.01%
1,068,777
-514,339
1314
$29.2M 0.01%
1,372,218
-7,351
1315
$29.2M 0.01%
2,134,388
-286,937
1316
$29.2M 0.01%
1,502,879
-6,767,160
1317
$29.2M 0.01%
1,151,036
-76,984
1318
$29.2M 0.01%
378,668
-8,559
1319
$29.2M 0.01%
2,712,279
+955,967
1320
$29.1M 0.01%
431,585
+147,088
1321
$29.1M 0.01%
564,140
+188,948
1322
$29.1M 0.01%
254,306
-19,134
1323
$29.1M 0.01%
2,745,671
-2,218,211
1324
$29M 0.01%
1,236,428
+200,966
1325
$29M 0.01%
50,511
-22,367
51 52
53
54 55