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
1926
$15.2M ﹤0.01%
1,609,722
+82,579
1927
$15.2M ﹤0.01%
356,950
+34,438
1928
$15.2M ﹤0.01%
1,196,623
+39,786
1929
$15.2M ﹤0.01%
349,121
+38,342
1930
$15.2M ﹤0.01%
238,240
-30,769
1931
$15.1M ﹤0.01%
542,566
+130,644
1932
$15.1M ﹤0.01%
856,839
-109,025
1933
$15.1M ﹤0.01%
201,648
+1,827
1934
$15.1M ﹤0.01%
351,744
+135,503
1935
$15.1M ﹤0.01%
1,341,902
-591,716
1936
$15.1M ﹤0.01%
670,020
+318,503
1937
$15.1M ﹤0.01%
301,503
-50,278
1938
$15.1M ﹤0.01%
484,568
-1,925,684
1939
$15.1M ﹤0.01%
739,149
+14,531
1940
$15.1M ﹤0.01%
1,329,907
+399,366
1941
$15M ﹤0.01%
386,746
+44,881
1942
$15M ﹤0.01%
342,686
-262,676
1943
$15M ﹤0.01%
354,661
+19,897
1944
$15M ﹤0.01%
336,152
-24,408
1945
$15M ﹤0.01%
558,338
+219,757
1946
$15M ﹤0.01%
288,871
+33,802
1947
$15M ﹤0.01%
470,259
+68,398
1948
$14.9M ﹤0.01%
125,494
+27,956
1949
$14.9M ﹤0.01%
573,447
+43,214
1950
$14.9M ﹤0.01%
527,571
+93,766
76 77
78
79 80