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
5176
$293K ﹤0.01%
29,937
+7,775
5177
$293K ﹤0.01%
10,926
-3,000
5178
$292K ﹤0.01%
9,989
+676
5179
$292K ﹤0.01%
22,293
+675
5180
$292K ﹤0.01%
23,438
+5,874
5181
$291K ﹤0.01%
7,133
-1,136
5182
$291K ﹤0.01%
32,489
-324
5183
$291K ﹤0.01%
1,069
+426
5184
$291K ﹤0.01%
67,143
+15,352
5185
$290K ﹤0.01%
33,368
-434,495
5186
$289K ﹤0.01%
+16,794
5187
$289K ﹤0.01%
19,114
-2,531
5188
$288K ﹤0.01%
23,260
+18,195
5189
$288K ﹤0.01%
7,723
+369
5190
$287K ﹤0.01%
19,969
-3,967
5191
$287K ﹤0.01%
8,644
+7,774
5192
$286K ﹤0.01%
26,098
-2,139
5193
$286K ﹤0.01%
439
+373
5194
$285K ﹤0.01%
42,965
-15,072
5195
$284K ﹤0.01%
18,691
+1,076
5196
$284K ﹤0.01%
20,861
-1,455
5197
$283K ﹤0.01%
67
+63
5198
$282K ﹤0.01%
138,979
+132,814
5199
$282K ﹤0.01%
25,489
-51,669
5200
$282K ﹤0.01%
8,656
-866
206 207
208
209 210