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
4951
$454K ﹤0.01%
14,797
-1,060
4952
$453K ﹤0.01%
20,502
+1,594
4953
$453K ﹤0.01%
17,993
-199
4954
$452K ﹤0.01%
21,301
-1,805
4955
$450K ﹤0.01%
62,887
-14,246
4956
$450K ﹤0.01%
23,864
+1,720
4957
$448K ﹤0.01%
+30,867
4958
$448K ﹤0.01%
41,103
+2,920
4959
$448K ﹤0.01%
23,106
+3,212
4960
$447K ﹤0.01%
31,059
-2,957
4961
$444K ﹤0.01%
434
-152
4962
$442K ﹤0.01%
31,045
-1,160
4963
$441K ﹤0.01%
+35,768
4964
$441K ﹤0.01%
67,580
-2,106
4965
$441K ﹤0.01%
10,916
-26
4966
$440K ﹤0.01%
54,474
+6,807
4967
$440K ﹤0.01%
10,448
+4,387
4968
$439K ﹤0.01%
25,585
-2,792
4969
$439K ﹤0.01%
20,718
+3,841
4970
$439K ﹤0.01%
16,865
+791
4971
$437K ﹤0.01%
33,847
+12,647
4972
$436K ﹤0.01%
164,073
+2,223
4973
$435K ﹤0.01%
15,284
+250
4974
$434K ﹤0.01%
15,240
-89,224
4975
$434K ﹤0.01%
3,442
-135
197 198
199
200 201