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
1676
$19.4M 0.01%
278,070
-186,714
1677
$19.4M 0.01%
495,176
+300,540
1678
$19.4M 0.01%
304,146
-57,454
1679
$19.4M 0.01%
2,024,194
+298,720
1680
$19.4M 0.01%
15,844
-37,381
1681
$19.4M 0.01%
3,156,713
+172,498
1682
$19.3M 0.01%
261,136
-562,684
1683
$19.3M 0.01%
616,744
+219,243
1684
$19.3M 0.01%
886,224
+184,352
1685
$19.3M 0.01%
988,004
+213,797
1686
$19.3M 0.01%
457,539
+215,366
1687
$19.3M 0.01%
280,593
+15,373
1688
$19.2M 0.01%
345,312
-1,368
1689
$19.2M 0.01%
274,516
-35,738
1690
$19.2M 0.01%
385,118
-126,797
1691
$19.2M 0.01%
846,891
+22,246
1692
$19.2M 0.01%
865,957
+55,401
1693
$19.2M 0.01%
649,076
+254,911
1694
$19.2M 0.01%
908,939
+486,057
1695
$19.2M 0.01%
471,041
-45,434
1696
$19.2M 0.01%
2,759,031
+153,382
1697
$19.2M 0.01%
377,909
-274,018
1698
$19.2M 0.01%
2,698,915
+618,256
1699
$19.1M 0.01%
628,315
+8,049
1700
$19.1M 0.01%
355,492
+148,405
66 67
68
69 70