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
5426
$160K ﹤0.01%
692
-48
5427
$160K ﹤0.01%
390,930
+14,700
5428
$159K ﹤0.01%
6,132
-214
5429
$159K ﹤0.01%
5,328
+1,733
5430
$159K ﹤0.01%
+16,314
5431
$159K ﹤0.01%
8,434
-25,867
5432
$158K ﹤0.01%
77,033
-723
5433
$157K ﹤0.01%
17,106
-807
5434
$157K ﹤0.01%
11,030
+477
5435
$157K ﹤0.01%
26,771
+1,449
5436
$156K ﹤0.01%
53,225
+800
5437
$155K ﹤0.01%
8,564
+3,567
5438
$155K ﹤0.01%
3,280
+2,733
5439
$155K ﹤0.01%
4,193
-250
5440
– –
0
5441
$154K ﹤0.01%
10,159
+4,163
5442
$153K ﹤0.01%
19,257
-105,970
5443
$152K ﹤0.01%
+1,352
5444
$152K ﹤0.01%
12,600
-5,100
5445
$152K ﹤0.01%
21,270
5446
$151K ﹤0.01%
486
-694
5447
$151K ﹤0.01%
15,076
+95
5448
$150K ﹤0.01%
6,270
+508
5449
$150K ﹤0.01%
+24,661
5450
$150K ﹤0.01%
3,132
-487
216 217
218
219 220