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
5201
$281K ﹤0.01%
24,348
+6,275
5202
$281K ﹤0.01%
1,000
+80
5203
$280K ﹤0.01%
18,179
+141
5204
$280K ﹤0.01%
259,683
+114,648
5205
$279K ﹤0.01%
7,503
-1,890
5206
$279K ﹤0.01%
6,412
+1,214
5207
$279K ﹤0.01%
17,588
-300
5208
$279K ﹤0.01%
6,518
+4,066
5209
$278K ﹤0.01%
12,741
+1,477
5210
$277K ﹤0.01%
15,112
+1,738
5211
$276K ﹤0.01%
2,184
+584
5212
$276K ﹤0.01%
15,121
+507
5213
$275K ﹤0.01%
14,817
+11,871
5214
$275K ﹤0.01%
23,075
-1,514
5215
$274K ﹤0.01%
417
+59
5216
$274K ﹤0.01%
96,623
+11,883
5217
$274K ﹤0.01%
401,937
+7,790
5218
$273K ﹤0.01%
69,974
+32,458
5219
$273K ﹤0.01%
1,661
-7
5220
$271K ﹤0.01%
7,789
+286
5221
$270K ﹤0.01%
17,795
+12,695
5222
$270K ﹤0.01%
33,306
-9,950
5223
$270K ﹤0.01%
30,998
-64,088
5224
$269K ﹤0.01%
168,582
-267,284
5225
$269K ﹤0.01%
6,738
-330
207 208
209
210 211