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
4926
$470K ﹤0.01%
35,770
-104,542
4927
$469K ﹤0.01%
16,031
+964
4928
$467K ﹤0.01%
133,223
-6,698
4929
$467K ﹤0.01%
79,118
+66,987
4930
$466K ﹤0.01%
21,537
+9,302
4931
$465K ﹤0.01%
31,001
+23,890
4932
$464K ﹤0.01%
111,350
-96,501
4933
$463K ﹤0.01%
15,141
+11,075
4934
$463K ﹤0.01%
353,591
+60,096
4935
$463K ﹤0.01%
2,865
+220
4936
$463K ﹤0.01%
16,766
-1,092
4937
$462K ﹤0.01%
109,912
+50,584
4938
$461K ﹤0.01%
17,496
+8,453
4939
$461K ﹤0.01%
25,414
-1,376
4940
$461K ﹤0.01%
10,003
+2,558
4941
$460K ﹤0.01%
25,824
+3,605
4942
$460K ﹤0.01%
27,180
+490
4943
$459K ﹤0.01%
39,811
+3,641
4944
$459K ﹤0.01%
23,236
+7,387
4945
$457K ﹤0.01%
33,719
+3,343
4946
$455K ﹤0.01%
408
-5,478
4947
$455K ﹤0.01%
121,094
-59,244
4948
$455K ﹤0.01%
75,406
-16,844
4949
$454K ﹤0.01%
44,179
+2,700
4950
$454K ﹤0.01%
91,516
-34,115
196 197
198
199 200