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
1826
$16.8M ﹤0.01%
645,569
+97,812
1827
$16.8M ﹤0.01%
518,910
-65,234
1828
$16.7M ﹤0.01%
208,159
+185,645
1829
$16.7M ﹤0.01%
487,120
+13,888
1830
$16.7M ﹤0.01%
813,852
-224,396
1831
$16.6M ﹤0.01%
246,521
+163,295
1832
$16.6M ﹤0.01%
429,993
-167,910
1833
$16.6M ﹤0.01%
98,559
-8,193
1834
$16.6M ﹤0.01%
648,187
+72,986
1835
$16.6M ﹤0.01%
164,887
+61,240
1836
$16.6M ﹤0.01%
282,314
-22,364
1837
$16.6M ﹤0.01%
611,722
+478,675
1838
$16.6M ﹤0.01%
652,632
-824,283
1839
$16.5M ﹤0.01%
950,805
+77,625
1840
$16.5M ﹤0.01%
216,876
+16,989
1841
$16.5M ﹤0.01%
537,151
-108,193
1842
$16.5M ﹤0.01%
186,801
-54,132
1843
$16.5M ﹤0.01%
463,559
+75,897
1844
$16.5M ﹤0.01%
314,820
+16,608
1845
$16.5M ﹤0.01%
896,923
+50,276
1846
$16.5M ﹤0.01%
668,753
-171,599
1847
$16.4M ﹤0.01%
662,755
+179,465
1848
$16.4M ﹤0.01%
27,220
+10,091
1849
$16.4M ﹤0.01%
515,025
+225,291
1850
$16.4M ﹤0.01%
452,150
+41,670