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
2101
$12.6M ﹤0.01%
497,198
+226,011
2102
$12.6M ﹤0.01%
477,080
+53,118
2103
$12.6M ﹤0.01%
362,427
-27,739
2104
$12.6M ﹤0.01%
344,489
+158,836
2105
$12.6M ﹤0.01%
1,284,332
-1,714
2106
$12.5M ﹤0.01%
652,877
+27,454
2107
$12.5M ﹤0.01%
596,669
+384,223
2108
$12.5M ﹤0.01%
288,710
+22,709
2109
$12.5M ﹤0.01%
239,307
+22,543
2110
$12.5M ﹤0.01%
4,553,977
+1,503,475
2111
$12.5M ﹤0.01%
330,227
-148,000
2112
$12.5M ﹤0.01%
436,561
-46,983
2113
$12.5M ﹤0.01%
45,635
-2,146
2114
$12.4M ﹤0.01%
499,370
-147,978
2115
$12.4M ﹤0.01%
819,099
+18,353
2116
$12.4M ﹤0.01%
18,089
+1,193
2117
$12.4M ﹤0.01%
179,163
+9,931
2118
$12.4M ﹤0.01%
356,820
+23,124
2119
$12.4M ﹤0.01%
1,439,007
+694,660
2120
$12.4M ﹤0.01%
66,251
-1,724
2121
$12.4M ﹤0.01%
283,627
+12,119
2122
$12.4M ﹤0.01%
252,649
+108,396
2123
$12.4M ﹤0.01%
588,965
+57,248
2124
$12.4M ﹤0.01%
285,792
-227,455
2125
$12.4M ﹤0.01%
1,018,083
+65,363
83 84
85
86 87