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
5001
$412K ﹤0.01%
20,846
+1,123
5002
$411K ﹤0.01%
96,237
-12,943
5003
$411K ﹤0.01%
4,887
5004
$410K ﹤0.01%
5,361
-219
5005
$410K ﹤0.01%
39,587
+7,657
5006
$409K ﹤0.01%
15,944
-657
5007
$408K ﹤0.01%
17,283
-256
5008
$407K ﹤0.01%
28,880
-1,224
5009
$407K ﹤0.01%
55,291
-10,914
5010
$406K ﹤0.01%
7,146
-1,880
5011
$405K ﹤0.01%
58,199
+50,950
5012
$404K ﹤0.01%
18,996
+1,297
5013
$404K ﹤0.01%
62,134
+1,347
5014
$404K ﹤0.01%
68,984
-14,166
5015
$404K ﹤0.01%
11,947
+11,181
5016
$403K ﹤0.01%
29,583
-5,033
5017
$402K ﹤0.01%
11,264
+2,710
5018
$401K ﹤0.01%
81,101
-14,967
5019
$401K ﹤0.01%
38,750
+3,334
5020
$400K ﹤0.01%
12,700
5021
$400K ﹤0.01%
54,652
-11,260
5022
$398K ﹤0.01%
9,551
+5,174
5023
$398K ﹤0.01%
44,267
-1,982
5024
$396K ﹤0.01%
993
-647
5025
$395K ﹤0.01%
48,296
-3,491
199 200
201
202 203