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
1476
$24.6M 0.01%
1,523,062
-220,688
1477
$24.6M 0.01%
1,198,490
-610,960
1478
$24.6M 0.01%
488,112
-330,821
1479
$24.5M 0.01%
1,375,744
-723,191
1480
$24.5M 0.01%
522,511
-141,306
1481
$24.5M 0.01%
731,052
+208,517
1482
$24.4M 0.01%
817,855
+110,927
1483
$24.4M 0.01%
393,908
-39,126
1484
$24.4M 0.01%
1,012,890
+489,214
1485
$24.4M 0.01%
340,310
-161,303
1486
$24.4M 0.01%
339,722
-150,253
1487
$24.3M 0.01%
591,611
-279,847
1488
$24.3M 0.01%
516,212
-39,125
1489
$24.3M 0.01%
780,836
+126,048
1490
$24.3M 0.01%
448,715
-23,814
1491
$24.3M 0.01%
412,835
+120,000
1492
$24.2M 0.01%
517,202
+33,359
1493
$24.2M 0.01%
393,985
+142,145
1494
$24.2M 0.01%
513,434
-69,966
1495
$24.2M 0.01%
415,618
+19,475
1496
$24.1M 0.01%
572,214
-11,697
1497
$24.1M 0.01%
638,342
-747,816
1498
$24.1M 0.01%
3,736
+711
1499
$24M 0.01%
725,774
-701,369
1500
$24M 0.01%
1,083,555
+73,448