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
2251
$10.9M ﹤0.01%
800,908
-535,308
2252
$10.8M ﹤0.01%
139,779
-4,787
2253
$10.8M ﹤0.01%
26,921
+1,555
2254
$10.8M ﹤0.01%
736,911
+23,704
2255
$10.8M ﹤0.01%
612,301
+34,089
2256
$10.8M ﹤0.01%
208,743
+21,406
2257
$10.7M ﹤0.01%
124,988
+48,254
2258
$10.7M ﹤0.01%
160,156
-186,991
2259
$10.7M ﹤0.01%
1,035,126
-834,656
2260
$10.7M ﹤0.01%
168,642
+1,984
2261
$10.7M ﹤0.01%
242,597
+7,105
2262
$10.7M ﹤0.01%
437,114
+113,530
2263
$10.7M ﹤0.01%
1,145,570
+151,948
2264
$10.7M ﹤0.01%
1,786,120
+229,419
2265
$10.7M ﹤0.01%
440,259
+35,616
2266
$10.7M ﹤0.01%
551,447
+397,446
2267
$10.6M ﹤0.01%
341,464
+48,476
2268
$10.6M ﹤0.01%
1,007,424
+259,668
2269
$10.6M ﹤0.01%
17,581
+6,623
2270
$10.6M ﹤0.01%
640,175
+411,068
2271
$10.5M ﹤0.01%
560,137
+186,905
2272
$10.5M ﹤0.01%
242,781
+6,975
2273
$10.5M ﹤0.01%
124,319
+15,132
2274
$10.5M ﹤0.01%
4,171
+165
2275
$10.5M ﹤0.01%
387,466
+175,174
89 90
91
92 93