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
1701
$19.1M 0.01%
197,925
+8,342
1702
$19.1M 0.01%
880,998
-9,921
1703
$19.1M 0.01%
625,038
+38,165
1704
$19.1M 0.01%
342,920
-35,600
1705
$19.1M 0.01%
968,222
-851,273
1706
$19.1M 0.01%
363,527
+51,375
1707
$19.1M 0.01%
1,080,678
-345,168
1708
$19.1M 0.01%
529,371
+389,691
1709
$19M 0.01%
601,350
-45,425
1710
$19M 0.01%
665,329
+13,360
1711
$19M 0.01%
644,901
+177,346
1712
$19M 0.01%
29,225
+5,124
1713
$18.9M 0.01%
1,316,643
-154,289
1714
$18.9M 0.01%
665,191
+32,877
1715
$18.9M 0.01%
89,612
+19,381
1716
$18.8M 0.01%
299,969
+27,660
1717
$18.8M 0.01%
3,914,707
+112,388
1718
$18.8M 0.01%
211,362
+5,258
1719
$18.8M 0.01%
533,822
+80,041
1720
$18.7M 0.01%
1,069,650
-22,731
1721
$18.7M 0.01%
432,440
-441,128
1722
$18.7M 0.01%
477,637
-115,783
1723
$18.7M 0.01%
2,163,665
+3,200
1724
$18.7M 0.01%
4,646,354
-79,860
1725
$18.7M 0.01%
722,559
+156,743
67 68
69
70 71