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
5076
$352K ﹤0.01%
43,892
+8,525
5077
$352K ﹤0.01%
8,416
+396
5078
$352K ﹤0.01%
16,621
+15,501
5079
$351K ﹤0.01%
43,487
+21,639
5080
$350K ﹤0.01%
14,809
5081
$349K ﹤0.01%
21,865
+15,891
5082
$349K ﹤0.01%
82,134
-23,426
5083
$348K ﹤0.01%
11,443
-5,778
5084
$348K ﹤0.01%
240,088
+156,186
5085
$348K ﹤0.01%
64,832
+58,833
5086
$346K ﹤0.01%
510
-510
5087
$346K ﹤0.01%
22,293
+4,886
5088
$345K ﹤0.01%
1,151
+52
5089
$344K ﹤0.01%
9,237
+1,324
5090
$344K ﹤0.01%
72,263
+55,991
5091
$344K ﹤0.01%
82,340
+14,130
5092
$343K ﹤0.01%
68,733
+38,971
5093
$343K ﹤0.01%
18,272
+17,022
5094
$343K ﹤0.01%
47,112
+348
5095
$343K ﹤0.01%
35,423
+7,320
5096
$342K ﹤0.01%
35,066
+1,686
5097
$342K ﹤0.01%
39,855
-8,826
5098
$342K ﹤0.01%
535,287
-554,076
5099
$341K ﹤0.01%
83,799
+7,827
5100
$340K ﹤0.01%
56,493
+12,220
202 203
204
205 206