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
2326
$9.94M ﹤0.01%
132,274
+50,052
2327
$9.93M ﹤0.01%
934,182
-122,562
2328
$9.92M ﹤0.01%
158,021
-26,426
2329
$9.92M ﹤0.01%
228,895
-30,831
2330
$9.91M ﹤0.01%
909,724
-224,146
2331
$9.9M ﹤0.01%
299,993
-35,701
2332
$9.89M ﹤0.01%
604,688
-129,819
2333
$9.89M ﹤0.01%
555,470
-642,666
2334
$9.88M ﹤0.01%
146,839
-42,472
2335
$9.85M ﹤0.01%
243,925
+56,882
2336
$9.84M ﹤0.01%
1,104,802
+421,560
2337
$9.82M ﹤0.01%
45,042
+16,582
2338
$9.81M ﹤0.01%
437,035
+97,967
2339
$9.81M ﹤0.01%
86,501
+3,120
2340
$9.81M ﹤0.01%
511,090
-226,826
2341
$9.79M ﹤0.01%
97,805
-316
2342
$9.79M ﹤0.01%
280,496
+12,512
2343
$9.78M ﹤0.01%
212,222
-130,230
2344
$9.77M ﹤0.01%
554,278
-136,706
2345
$9.77M ﹤0.01%
140,107
-41,354
2346
$9.77M ﹤0.01%
213,238
-13,508
2347
$9.75M ﹤0.01%
716,856
+371,362
2348
$9.74M ﹤0.01%
855,117
-92,470
2349
$9.74M ﹤0.01%
23,575
+7,784
2350
$9.74M ﹤0.01%
212,970
-146,245