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
1876
$15.9M ﹤0.01%
409,567
-817,784
1877
$15.9M ﹤0.01%
640,143
-38,583
1878
$15.9M ﹤0.01%
1,009,540
+72,377
1879
$15.9M ﹤0.01%
441,766
-88,066
1880
$15.9M ﹤0.01%
1,181,578
+230,164
1881
$15.9M ﹤0.01%
207,312
-42,375
1882
$15.9M ﹤0.01%
1,162,487
+145,451
1883
$15.9M ﹤0.01%
268,561
-56,695
1884
$15.8M ﹤0.01%
150,180
-1,726
1885
$15.8M ﹤0.01%
1,067,819
+92,144
1886
$15.8M ﹤0.01%
584,954
-684,204
1887
$15.8M ﹤0.01%
1,069,594
-38,850
1888
$15.8M ﹤0.01%
649,309
-176,270
1889
$15.8M ﹤0.01%
505,050
-26,892
1890
$15.8M ﹤0.01%
299,769
-574,782
1891
$15.8M ﹤0.01%
2,526,110
-10,651
1892
$15.7M ﹤0.01%
887,185
+112,312
1893
$15.7M ﹤0.01%
1,686,320
-41,622
1894
$15.7M ﹤0.01%
372,324
+164
1895
$15.7M ﹤0.01%
889,380
-385,152
1896
$15.7M ﹤0.01%
+153,556
1897
$15.6M ﹤0.01%
224,104
+12,492
1898
$15.6M ﹤0.01%
388,640
+49,275
1899
$15.6M ﹤0.01%
602,927
+117,401
1900
$15.6M ﹤0.01%
883,428
-141,363
74 75
76
77 78