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
4901
$490K ﹤0.01%
75,323
+2,313
4902
$488K ﹤0.01%
51,990
+7,911
4903
$488K ﹤0.01%
22,736
+4,109
4904
$487K ﹤0.01%
59,340
+38,679
4905
$487K ﹤0.01%
125,784
-33,732
4906
$486K ﹤0.01%
155,829
+6,976
4907
$486K ﹤0.01%
37,748
-23,577
4908
$485K ﹤0.01%
30,993
-350
4909
$485K ﹤0.01%
47,355
+1,106
4910
$484K ﹤0.01%
15,006
-1,963
4911
$484K ﹤0.01%
115,424
+99,124
4912
$483K ﹤0.01%
18,110
-1,749
4913
$481K ﹤0.01%
15,652
+5,864
4914
$479K ﹤0.01%
65,554
-32,222
4915
$475K ﹤0.01%
37,598
+2,890
4916
$474K ﹤0.01%
40,632
+4,233
4917
$474K ﹤0.01%
290,552
+82,845
4918
$473K ﹤0.01%
40,603
+1,020
4919
$472K ﹤0.01%
18,236
+800
4920
$472K ﹤0.01%
19,556
-1,394
4921
$471K ﹤0.01%
18,392
-715
4922
$471K ﹤0.01%
41,110
-14,586
4923
$471K ﹤0.01%
+58,851
4924
$470K ﹤0.01%
18,875
-217
4925
$470K ﹤0.01%
10,260
+1,496
195 196
197
198 199