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
1601
$21.3M 0.01%
446,395
-20,958
1602
$21.2M 0.01%
337,551
-760,312
1603
$21.2M 0.01%
4,820,604
-19,120
1604
$21.2M 0.01%
655,072
-44,663
1605
$21.2M 0.01%
267,742
+10,402
1606
$21.2M 0.01%
2,154,908
-60,661
1607
$21.1M 0.01%
988,797
-36,337
1608
$21.1M 0.01%
354,153
+15,010
1609
$21.1M 0.01%
95,096
-101,390
1610
$21M 0.01%
493,991
+206,702
1611
$21M 0.01%
980,199
-178,576
1612
$21M 0.01%
1,284,810
+128,364
1613
$21M 0.01%
857,707
+112,233
1614
$21M 0.01%
482,435
+157,487
1615
$20.9M 0.01%
955,529
+71,961
1616
$20.9M 0.01%
187,732
+32,258
1617
$20.9M 0.01%
1,496,902
+187,853
1618
$20.9M 0.01%
558,860
-302,313
1619
$20.9M 0.01%
565,142
-160,060
1620
$20.9M 0.01%
457,012
+35,104
1621
$20.8M 0.01%
2,112,338
+255,536
1622
$20.8M 0.01%
541,009
+341,755
1623
$20.8M 0.01%
199,772
-213,755
1624
$20.8M 0.01%
1,278,281
+308,105
1625
$20.8M 0.01%
1,233,256
+187,413
63 64
65
66 67