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
2051
$13.4M ﹤0.01%
1,335,649
+132,560
2052
$13.3M ﹤0.01%
214,308
+16,130
2053
$13.3M ﹤0.01%
1,017,536
-34,826
2054
$13.3M ﹤0.01%
275,716
+19,841
2055
$13.3M ﹤0.01%
132,847
-11,392
2056
$13.3M ﹤0.01%
428,241
+169,374
2057
$13.3M ﹤0.01%
207,567
-103,289
2058
$13.3M ﹤0.01%
375,487
+24,702
2059
$13.3M ﹤0.01%
438,973
+79,951
2060
$13.3M ﹤0.01%
724,852
+116,555
2061
$13.2M ﹤0.01%
318,150
-10,890
2062
$13.2M ﹤0.01%
217,200
+25,482
2063
$13.2M ﹤0.01%
591,413
-932,350
2064
$13.2M ﹤0.01%
226,609
+42,917
2065
$13.1M ﹤0.01%
343,802
-258,343
2066
$13.1M ﹤0.01%
485,046
+206,542
2067
$13.1M ﹤0.01%
357,775
-32,725
2068
$13.1M ﹤0.01%
405,134
-151,146
2069
$13.1M ﹤0.01%
218,483
+83,752
2070
$13.1M ﹤0.01%
185,365
-59,853
2071
$13.1M ﹤0.01%
405,274
+35,613
2072
$13.1M ﹤0.01%
1,359,680
-186,321
2073
$13M ﹤0.01%
467,290
+263,762
2074
$13M ﹤0.01%
1,732,830
+130,455
2075
$13M ﹤0.01%
271,519
-205,003
81 82
83
84 85