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
4976
$434K ﹤0.01%
11,790
+346
4977
$433K ﹤0.01%
12,861
+407
4978
$432K ﹤0.01%
68,356
-8,715
4979
$431K ﹤0.01%
38,552
-1,310
4980
$429K ﹤0.01%
25,605
+8,442
4981
$429K ﹤0.01%
+17,629
4982
$429K ﹤0.01%
12,604
-1,486
4983
$428K ﹤0.01%
75,003
+5,171
4984
$427K ﹤0.01%
121,029
+3,329
4985
$427K ﹤0.01%
15,401
+2,403
4986
$425K ﹤0.01%
29,182
-336
4987
$424K ﹤0.01%
9,199
+1,038
4988
$424K ﹤0.01%
14,577
-16,425
4989
$423K ﹤0.01%
14,047
-1,438
4990
$422K ﹤0.01%
14,927
-111
4991
$422K ﹤0.01%
32,584
+10,609
4992
$421K ﹤0.01%
51,330
+40,635
4993
$421K ﹤0.01%
56,361
-23,273
4994
$420K ﹤0.01%
9,874
4995
$418K ﹤0.01%
11,790
+990
4996
$415K ﹤0.01%
65,260
+10,917
4997
$414K ﹤0.01%
34,165
+384
4998
$413K ﹤0.01%
5,822
+424
4999
$412K ﹤0.01%
7,826
-182
5000
$412K ﹤0.01%
51,901
-4,424
198 199
200
201 202