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
2451
$8.68M ﹤0.01%
445,282
-6,746
2452
$8.68M ﹤0.01%
551,283
+23,290
2453
$8.68M ﹤0.01%
544,258
+130,791
2454
$8.67M ﹤0.01%
314,104
-22,650
2455
$8.65M ﹤0.01%
144,548
-14,723
2456
$8.64M ﹤0.01%
104,572
+37,928
2457
$8.63M ﹤0.01%
289,112
+93,357
2458
$8.59M ﹤0.01%
141,854
+62,200
2459
$8.58M ﹤0.01%
563,496
+30,504
2460
$8.58M ﹤0.01%
558,673
+66,066
2461
$8.57M ﹤0.01%
340,205
+11,473
2462
$8.57M ﹤0.01%
100,495
-20,973
2463
$8.57M ﹤0.01%
161,536
-56,837
2464
$8.57M ﹤0.01%
190,880
+76,836
2465
$8.56M ﹤0.01%
175,368
-334,399
2466
$8.56M ﹤0.01%
2,338,921
-1,781,695
2467
$8.55M ﹤0.01%
877,303
+85,870
2468
$8.55M ﹤0.01%
4,072,027
+2,875,947
2469
$8.54M ﹤0.01%
280,372
-261,558
2470
$8.54M ﹤0.01%
122,692
+21,142
2471
$8.53M ﹤0.01%
493,700
+133,984
2472
$8.52M ﹤0.01%
92,776
+46,880
2473
$8.52M ﹤0.01%
1,253,083
-576,547
2474
$8.52M ﹤0.01%
509,220
+27,524
2475
$8.5M ﹤0.01%
481,139
+160,378
97 98
99
100 101