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
4826
$567K ﹤0.01%
24,764
-12,895
4827
$567K ﹤0.01%
21,863
4828
$566K ﹤0.01%
398
+267
4829
$566K ﹤0.01%
270,683
+63,608
4830
$564K ﹤0.01%
9,056
-668
4831
$562K ﹤0.01%
22,462
+997
4832
$561K ﹤0.01%
39,137
-2,883
4833
$559K ﹤0.01%
15,407
+1,096
4834
$558K ﹤0.01%
19,249
+5,356
4835
$556K ﹤0.01%
18,276
-2,208
4836
$556K ﹤0.01%
108,023
+95,233
4837
$554K ﹤0.01%
16,805
-4,907
4838
$554K ﹤0.01%
22,892
+2,577
4839
$552K ﹤0.01%
28,500
-998
4840
$551K ﹤0.01%
32,823
-3,364
4841
$551K ﹤0.01%
63,345
-186,695
4842
$550K ﹤0.01%
+23,653
4843
$549K ﹤0.01%
21,479
-86,700
4844
$548K ﹤0.01%
40,795
-60,069
4845
$547K ﹤0.01%
21,190
-4,265
4846
$546K ﹤0.01%
6,910
-191,886
4847
$544K ﹤0.01%
29,028
+22
4848
$544K ﹤0.01%
32,686
+551
4849
$543K ﹤0.01%
74,369
+52,320
4850
$541K ﹤0.01%
15,882
+3,354
192 193
194
195 196