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
5401
$173K ﹤0.01%
7,100
+1,680
5402
$173K ﹤0.01%
10,368
-1,369
5403
$173K ﹤0.01%
7,947
+2,234
5404
$173K ﹤0.01%
2,066
+77
5405
$173K ﹤0.01%
55,636
+15,091
5406
$172K ﹤0.01%
4,682
+146
5407
$171K ﹤0.01%
8,359
-52
5408
$170K ﹤0.01%
1,720
+315
5409
$170K ﹤0.01%
20,748
-66,556
5410
$169K ﹤0.01%
11,934
+1,097
5411
$168K ﹤0.01%
5,996
+823
5412
$166K ﹤0.01%
16,720
+16,712
5413
$166K ﹤0.01%
25,723
-1,423
5414
$165K ﹤0.01%
13,605
-44,029
5415
$165K ﹤0.01%
14,115
-388
5416
$164K ﹤0.01%
28,470
+5,272
5417
$164K ﹤0.01%
6,573
-966
5418
$163K ﹤0.01%
23,193
+15,137
5419
$162K ﹤0.01%
900
5420
$162K ﹤0.01%
13,497
5421
$162K ﹤0.01%
13,180
-6,062
5422
$162K ﹤0.01%
6,345
-736
5423
$161K ﹤0.01%
37
+15
5424
– –
0
5425
$160K ﹤0.01%
4,868
-181
215 216
217
218 219