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
4776
$610K ﹤0.01%
134,500
+1,500
4777
$610K ﹤0.01%
49,834
-11,193
4778
$608K ﹤0.01%
45,028
+1,919
4779
$608K ﹤0.01%
37,743
-8,221
4780
$608K ﹤0.01%
32,672
-6,297
4781
$605K ﹤0.01%
32,707
+17,388
4782
$605K ﹤0.01%
16,433
-3,299
4783
$605K ﹤0.01%
10,667
-10,406
4784
$604K ﹤0.01%
49,338
+558
4785
$604K ﹤0.01%
16,646
+2,025
4786
$600K ﹤0.01%
25,484
+11,387
4787
$599K ﹤0.01%
52,215
-673,745
4788
$598K ﹤0.01%
89,131
+18,532
4789
$596K ﹤0.01%
2,382
-242
4790
$594K ﹤0.01%
47,925
+14,261
4791
$594K ﹤0.01%
27,307
-1,425
4792
$593K ﹤0.01%
17,269
+2,488
4793
$592K ﹤0.01%
6,630
+319
4794
$591K ﹤0.01%
43,415
+1,615
4795
$590K ﹤0.01%
19,487
+14,704
4796
$590K ﹤0.01%
20,798
-21,861
4797
$590K ﹤0.01%
7,814
+635
4798
$589K ﹤0.01%
5,605
+3,803
4799
$589K ﹤0.01%
55,113
+7,131
4800
$588K ﹤0.01%
+24,423
190 191
192
193 194