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
2076
$13M ﹤0.01%
465,399
-17,096
2077
$13M ﹤0.01%
121,520
+26,816
2078
$13M ﹤0.01%
1,350,608
+215,717
2079
$12.9M ﹤0.01%
1,316,960
-70,698
2080
$12.9M ﹤0.01%
519,553
+66,869
2081
$12.9M ﹤0.01%
1,254,100
-183,377
2082
$12.9M ﹤0.01%
783,317
+439,234
2083
$12.9M ﹤0.01%
598,876
+24,264
2084
$12.9M ﹤0.01%
164,920
-56,618
2085
$12.9M ﹤0.01%
506,400
-42,228
2086
$12.8M ﹤0.01%
2,057,438
+344,109
2087
$12.8M ﹤0.01%
1,794,601
+107,486
2088
$12.8M ﹤0.01%
254,387
-60,279
2089
$12.8M ﹤0.01%
2,461,640
-477,058
2090
$12.8M ﹤0.01%
247,222
-9,259
2091
$12.8M ﹤0.01%
880,882
+101,785
2092
$12.8M ﹤0.01%
133,068
-23,808
2093
$12.8M ﹤0.01%
187,157
+59,649
2094
$12.8M ﹤0.01%
162,686
+7,471
2095
$12.8M ﹤0.01%
286,186
-1,678
2096
$12.7M ﹤0.01%
383,618
+10,007
2097
$12.7M ﹤0.01%
964,377
+190,720
2098
$12.7M ﹤0.01%
+993,637
2099
$12.6M ﹤0.01%
494,265
+13,180
2100
$12.6M ﹤0.01%
1,023,142
+62,908
82 83
84
85 86