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
1851
$16.4M ﹤0.01%
402,702
-36,306
1852
$16.3M ﹤0.01%
833,676
+258,295
1853
$16.3M ﹤0.01%
332,558
-118,341
1854
$16.3M ﹤0.01%
253,658
+1,196
1855
$16.3M ﹤0.01%
467,711
-582,745
1856
$16.3M ﹤0.01%
677,173
-25,758
1857
$16.3M ﹤0.01%
145,396
+3
1858
$16.2M ﹤0.01%
988,455
-160,645
1859
$16.2M ﹤0.01%
468,941
-42,882
1860
$16.2M ﹤0.01%
528,216
-10,698
1861
$16.2M ﹤0.01%
757,416
-283,819
1862
$16.2M ﹤0.01%
321,823
-33,530
1863
$16.2M ﹤0.01%
999,490
-16,946
1864
$16.2M ﹤0.01%
1,421,482
+137,086
1865
$16.2M ﹤0.01%
655,929
+306,402
1866
$16.1M ﹤0.01%
539,858
-51,717
1867
$16.1M ﹤0.01%
367,763
+31,101
1868
$16.1M ﹤0.01%
+321,697
1869
$16.1M ﹤0.01%
423,423
+55,896
1870
$16M ﹤0.01%
709,464
+300,388
1871
$16M ﹤0.01%
638,236
-39,910
1872
$16M ﹤0.01%
84,334
-41,761
1873
$16M ﹤0.01%
394,724
+57,498
1874
$16M ﹤0.01%
2,011,077
-225,512
1875
$15.9M ﹤0.01%
84,307
+3,289