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
2026
$13.8M ﹤0.01%
434,214
+20,018
2027
$13.8M ﹤0.01%
1,405,733
+673,911
2028
$13.7M ﹤0.01%
241,908
+8,787
2029
$13.7M ﹤0.01%
363,100
-94,280
2030
$13.7M ﹤0.01%
658,765
+118,523
2031
$13.7M ﹤0.01%
189,410
-255,214
2032
$13.7M ﹤0.01%
193,836
-26,998
2033
$13.7M ﹤0.01%
356,829
+173
2034
$13.7M ﹤0.01%
196,369
-320
2035
$13.7M ﹤0.01%
351,053
+7,906
2036
$13.6M ﹤0.01%
407,643
+44,051
2037
$13.6M ﹤0.01%
614,880
-334,572
2038
$13.6M ﹤0.01%
470,200
-334,810
2039
$13.6M ﹤0.01%
2,247,427
+394,018
2040
$13.6M ﹤0.01%
1,174,238
+194,539
2041
$13.6M ﹤0.01%
362,060
+8,258
2042
$13.6M ﹤0.01%
211,096
+45,277
2043
$13.5M ﹤0.01%
184,525
-164,813
2044
$13.5M ﹤0.01%
150,319
+25,714
2045
$13.5M ﹤0.01%
114,913
-27,092
2046
$13.5M ﹤0.01%
211,686
-3,821
2047
$13.4M ﹤0.01%
1,123,382
+28,961
2048
$13.4M ﹤0.01%
5,106,289
+1,657,024
2049
$13.4M ﹤0.01%
641,246
+155,008
2050
$13.4M ﹤0.01%
281,506
-24,867
80 81
82
83 84