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
5101
$340K ﹤0.01%
21,227
-3,340
5102
$339K ﹤0.01%
13,826
+1,926
5103
$338K ﹤0.01%
17,971
-44
5104
$337K ﹤0.01%
7,262
-3,941
5105
$336K ﹤0.01%
8,548
+225
5106
$335K ﹤0.01%
27,433
5107
$335K ﹤0.01%
3,595
-7,154
5108
$335K ﹤0.01%
195,215
+175,111
5109
$334K ﹤0.01%
16,780
-9,867
5110
$334K ﹤0.01%
17,876
-4,322
5111
$334K ﹤0.01%
11,329
+11,197
5112
$332K ﹤0.01%
12,899
-1,050
5113
$330K ﹤0.01%
16,671
-1,084
5114
$330K ﹤0.01%
23,709
+8,844
5115
$329K ﹤0.01%
19,750
+3,047
5116
$328K ﹤0.01%
9,398
-1,618
5117
$328K ﹤0.01%
69,581
+734
5118
$328K ﹤0.01%
11,306
-66,541
5119
$328K ﹤0.01%
40,035
-542
5120
$327K ﹤0.01%
+23,307
5121
$327K ﹤0.01%
13,500
+4,350
5122
$327K ﹤0.01%
15,264
-1,591
5123
$326K ﹤0.01%
35,423
-848
5124
$325K ﹤0.01%
34,019
+1,911
5125
$323K ﹤0.01%
34,445
-3,673
203 204
205
206 207