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
1551
$22.7M 0.01%
901,375
-105,495
1552
$22.7M 0.01%
967,459
+335,075
1553
$22.7M 0.01%
464,202
+65,848
1554
$22.7M 0.01%
1,222,607
-12,264
1555
$22.7M 0.01%
2,013,788
+106,385
1556
$22.7M 0.01%
497,104
-316,697
1557
$22.6M 0.01%
584,327
+147,253
1558
$22.6M 0.01%
17,576
-2,614
1559
$22.5M 0.01%
755,094
-17,243
1560
$22.5M 0.01%
1,072,662
-252,160
1561
$22.5M 0.01%
641,386
-275,013
1562
$22.5M 0.01%
1,645
+1,024
1563
$22.4M 0.01%
1,432,503
+128,140
1564
$22.4M 0.01%
8,685,820
-297,933
1565
$22.4M 0.01%
144,607
+88,207
1566
$22.4M 0.01%
1,547,790
+78,487
1567
$22.3M 0.01%
437,826
+132,612
1568
$22.2M 0.01%
1,671,232
+334,564
1569
$22.2M 0.01%
876,757
+233,024
1570
$22.2M 0.01%
986,246
-65,922
1571
$22.2M 0.01%
1,322,000
+22,367
1572
$22.1M 0.01%
199,567
+10,289
1573
$22.1M 0.01%
3,557,288
+392,397
1574
$22.1M 0.01%
301,812
-22,992
1575
$22M 0.01%
490,300
-27,720
61 62
63
64 65