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
4726
$657K ﹤0.01%
1,460,000
-100,000
4727
$657K ﹤0.01%
86,547
-203,317
4728
$656K ﹤0.01%
9,003
-4,545
4729
$655K ﹤0.01%
6,129
-255
4730
$654K ﹤0.01%
60,061
+9,623
4731
$654K ﹤0.01%
400,585
+5,772
4732
$653K ﹤0.01%
653,377
-121,073
4733
$652K ﹤0.01%
29,733
+5,200
4734
$650K ﹤0.01%
65,016
-161,214
4735
$649K ﹤0.01%
8,262
-3,948
4736
$648K ﹤0.01%
75,301
+1,766
4737
$648K ﹤0.01%
275,097
-18,315
4738
$648K ﹤0.01%
40,691
-5,483
4739
$648K ﹤0.01%
325,730
+282,330
4740
$648K ﹤0.01%
81,792
-228,955
4741
$647K ﹤0.01%
15,071
-724
4742
$644K ﹤0.01%
10,418
+1,675
4743
$644K ﹤0.01%
78,560
+1,740
4744
$643K ﹤0.01%
62,170
+3,826
4745
$642K ﹤0.01%
75,534
-88,658
4746
$641K ﹤0.01%
26,135
+8,942
4747
$640K ﹤0.01%
37,695
+3,765
4748
$640K ﹤0.01%
101,459
-2,498
4749
$640K ﹤0.01%
12,064
+1,000
4750
$639K ﹤0.01%
83,657
+26,869
188 189
190
191 192