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
1726
$18.7M 0.01%
1,343,943
+183,544
1727
$18.6M 0.01%
257,590
+39,798
1728
$18.5M 0.01%
739,969
+356,846
1729
$18.5M 0.01%
1,402,341
+125,241
1730
$18.5M 0.01%
3,006,386
1731
$18.5M 0.01%
371,912
+59,511
1732
$18.5M 0.01%
906,746
-1,521,030
1733
$18.5M 0.01%
399,620
+125,842
1734
$18.5M 0.01%
127,587
-860
1735
$18.5M 0.01%
84,881
-9,625
1736
$18.5M 0.01%
3,935,058
+317,283
1737
$18.4M 0.01%
713,147
-586,959
1738
$18.4M 0.01%
227,082
+21,337
1739
$18.4M 0.01%
1,373,547
+17,690
1740
$18.4M 0.01%
898,179
+329,930
1741
$18.3M 0.01%
547,564
+150,546
1742
$18.3M 0.01%
627,124
+558,700
1743
$18.3M 0.01%
232,111
+32,088
1744
$18.3M 0.01%
15,851
+4,671
1745
$18.3M 0.01%
1,340,610
+393,262
1746
$18.3M 0.01%
90,784
-7,657
1747
$18.2M 0.01%
136,694
-76,066
1748
$18.2M 0.01%
515,454
+160,509
1749
$18.2M 0.01%
844,540
+67,520
1750
$18.1M 0.01%
570,811
+32,557
68 69
70
71 72