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
1401
$26.8M 0.01%
723,787
+450,817
1402
$26.7M 0.01%
156,515
+14,583
1403
$26.7M 0.01%
2,208,653
+553,335
1404
$26.7M 0.01%
307,876
+11,269
1405
$26.7M 0.01%
228,103
+64,381
1406
$26.7M 0.01%
192,668
-70,202
1407
$26.7M 0.01%
1,211,632
+87,925
1408
$26.7M 0.01%
1,115,138
-1,431,255
1409
$26.4M 0.01%
1,044,605
-82,156
1410
$26.4M 0.01%
566,151
-234,150
1411
$26.3M 0.01%
1,212,347
-59,453
1412
$26.3M 0.01%
968,472
-564,508
1413
$26.3M 0.01%
1,463,571
+259,545
1414
$26.3M 0.01%
255,195
-18,692
1415
$26.2M 0.01%
1,852,758
-110,642
1416
$26.2M 0.01%
193,725
-121,489
1417
$26.2M 0.01%
418,890
-26,911
1418
$26.1M 0.01%
359,633
-119,121
1419
$26.1M 0.01%
584,255
-152,799
1420
$26.1M 0.01%
590,525
-302,603
1421
$26.1M 0.01%
937,641
+567,405
1422
$26M 0.01%
356,041
-54,771
1423
$26M 0.01%
379,743
+172,839
1424
$26M 0.01%
761,797
-110,231
1425
$26M 0.01%
536,196
+101,753