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
1351
$28.4M 0.01%
1,324,507
+147,598
1352
$28.3M 0.01%
3,246,272
+116,766
1353
$28.3M 0.01%
2,925,828
+164,247
1354
$28.3M 0.01%
695,321
-414,180
1355
$28.2M 0.01%
591,543
+16,785
1356
$28.2M 0.01%
674,987
-67,195
1357
$28.1M 0.01%
505,578
-31,086
1358
$28.1M 0.01%
634,166
-612,155
1359
$28.1M 0.01%
246,348
-141,399
1360
$28M 0.01%
728,788
-115,870
1361
$28M 0.01%
1,896,664
-155,217
1362
$28M 0.01%
1,410,935
+864,284
1363
$28M 0.01%
1,115,087
+268,535
1364
$27.9M 0.01%
905,153
+12,578
1365
$27.9M 0.01%
698,909
+9,810
1366
$27.9M 0.01%
622,327
-156,268
1367
$27.8M 0.01%
277,836
+86,021
1368
$27.7M 0.01%
179,800
-14,219
1369
$27.6M 0.01%
1,275,046
-105,330
1370
$27.6M 0.01%
405,082
-36,648
1371
$27.6M 0.01%
2,388,407
-12,038
1372
$27.5M 0.01%
1,172,903
+1,040,938
1373
$27.5M 0.01%
1,203,035
+44,249
1374
$27.5M 0.01%
348,530
+108,615
1375
$27.5M 0.01%
545,119
+47,223
53 54
55
56 57