Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.68%
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
+$1.27B
2
+$1.23B
3
+$710M
4
ATVI
Activision Blizzard
ATVI
+$662M
5
ABT icon
Abbott
ABT
+$459M

Top Sells

1
+$1.33B
2
+$932M
3
+$833M
4
MPLX icon
MPLX
MPLX
+$616M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$593M

Sector Composition

1 Technology 11.4%
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
4701
$686K ﹤0.01%
+36,219
4702
$685K ﹤0.01%
22,382
-38,558
4703
$685K ﹤0.01%
48,179
-36,698
4704
$684K ﹤0.01%
5,015
+3,026
4705
$683K ﹤0.01%
71,672
-55,680
4706
$683K ﹤0.01%
19,151
+624
4707
$681K ﹤0.01%
53,231
-12,675
4708
$681K ﹤0.01%
54,677
-5,696
4709
$681K ﹤0.01%
52,102
+3,955
4710
$680K ﹤0.01%
12,076
+1,000
4711
$680K ﹤0.01%
3,402
+436
4712
$680K ﹤0.01%
15,764
-4,386
4713
$677K ﹤0.01%
12,311
+5,124
4714
$677K ﹤0.01%
78,512
+548
4715
$676K ﹤0.01%
10,750
+5,615
4716
$676K ﹤0.01%
20,970
+980
4717
$675K ﹤0.01%
33,650
-1,656
4718
$675K ﹤0.01%
221,100
4719
$674K ﹤0.01%
32,870
-1,097
4720
$673K ﹤0.01%
14,485
-349
4721
$669K ﹤0.01%
57,318
-19,422
4722
$662K ﹤0.01%
22,424
+2,379
4723
$660K ﹤0.01%
19,129
+469
4724
$660K ﹤0.01%
80,112
+14,224
4725
$658K ﹤0.01%
20,197
-33,379
187 188
189
190 191