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
1801
$17.2M ﹤0.01%
724,277
+104,949
1802
$17.2M ﹤0.01%
210,844
+10,407
1803
$17.1M ﹤0.01%
67,727
+30,881
1804
$17.1M ﹤0.01%
33,741
+33,119
1805
$17.1M ﹤0.01%
1,293,087
+218,506
1806
$17M ﹤0.01%
667,622
-519,468
1807
$17M ﹤0.01%
235,008
+48,025
1808
$17M ﹤0.01%
1,816,019
+657,202
1809
$17M ﹤0.01%
873,816
+561,455
1810
$17M ﹤0.01%
188,553
+8,237
1811
$16.9M ﹤0.01%
146,488
+27,198
1812
$16.9M ﹤0.01%
688,817
+461,129
1813
$16.9M ﹤0.01%
883,470
+47,642
1814
$16.9M ﹤0.01%
637,373
+100,541
1815
$16.9M ﹤0.01%
936,248
+397,709
1816
$16.9M ﹤0.01%
717,192
-23,856
1817
$16.9M ﹤0.01%
286,056
-204,045
1818
$16.9M ﹤0.01%
769,105
+73,535
1819
$16.8M ﹤0.01%
1,620,293
-288,774
1820
$16.8M ﹤0.01%
248,844
+16,683
1821
$16.8M ﹤0.01%
326,043
+148,222
1822
$16.8M ﹤0.01%
567,816
+94,873
1823
$16.8M ﹤0.01%
667,532
+338,928
1824
$16.8M ﹤0.01%
373,098
+331,951
1825
$16.8M ﹤0.01%
886,216
-69,705