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
1576
$22M 0.01%
470,010
-591,963
1577
$22M 0.01%
253,822
+1,943
1578
$22M 0.01%
567,717
+436,103
1579
$22M 0.01%
2,217,905
+409,036
1580
$21.9M 0.01%
378,987
-48,010
1581
$21.9M 0.01%
830,070
+90,438
1582
$21.9M 0.01%
2,264,679
+732,413
1583
$21.9M 0.01%
148,324
-151,323
1584
$21.8M 0.01%
708,069
-49,480
1585
$21.8M 0.01%
237,886
+128,605
1586
$21.8M 0.01%
306,974
-106,999
1587
$21.8M 0.01%
614,562
-15,666
1588
$21.7M 0.01%
849,653
-64,359
1589
$21.7M 0.01%
2,464,119
-107,693
1590
$21.6M 0.01%
295,150
-372,245
1591
$21.6M 0.01%
543,200
+90,300
1592
$21.6M 0.01%
1,984,996
+172,451
1593
$21.6M 0.01%
478,895
-219,501
1594
$21.6M 0.01%
857,938
+212,159
1595
$21.6M 0.01%
3,236,702
+1,519,647
1596
$21.6M 0.01%
420,547
-20,987
1597
$21.5M 0.01%
359,852
-21,564
1598
$21.4M 0.01%
405,590
+184,117
1599
$21.3M 0.01%
408,418
-70,692
1600
$21.3M 0.01%
743,073
-94,601
62 63
64
65 66