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
1451
$25.3M 0.01%
1,311,784
+495,196
1452
$25.3M 0.01%
727,932
-233,929
1453
$25.3M 0.01%
167,975
+31,808
1454
$25.2M 0.01%
1,999,290
+477,640
1455
$25.2M 0.01%
2,335,420
-26,042
1456
$25.1M 0.01%
4,005,741
+70,368
1457
$25.1M 0.01%
1,923,742
-2,396
1458
$25.1M 0.01%
430,532
+43,035
1459
$25.1M 0.01%
293,068
+83,493
1460
$25.1M 0.01%
420,968
-334,885
1461
$25.1M 0.01%
290,922
+29,918
1462
$25.1M 0.01%
452,102
+20,240
1463
$25M 0.01%
3,415,235
+131,323
1464
$25M 0.01%
761,591
-445,865
1465
$24.9M 0.01%
662,432
+194,428
1466
$24.9M 0.01%
1,732,219
+104,598
1467
$24.8M 0.01%
4,064,823
+433,227
1468
$24.8M 0.01%
884,832
+40,836
1469
$24.8M 0.01%
1,008,049
+38,335
1470
$24.8M 0.01%
8,994,948
+1,965,706
1471
$24.8M 0.01%
542,851
-153,883
1472
$24.8M 0.01%
571,738
-107,704
1473
$24.8M 0.01%
400,908
+74,794
1474
$24.8M 0.01%
706,553
+212,579
1475
$24.7M 0.01%
604,263
-302,981
57 58
59
60 61