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
5476
$140K ﹤0.01%
3,446
-677
5477
$140K ﹤0.01%
17,468
-275
5478
$139K ﹤0.01%
791
+507
5479
$138K ﹤0.01%
5,279
+1,217
5480
$138K ﹤0.01%
103,229
+722
5481
$138K ﹤0.01%
7,490
5482
$137K ﹤0.01%
20,415
+698
5483
$137K ﹤0.01%
6,448
-56,852
5484
$137K ﹤0.01%
14,362
+12,488
5485
$136K ﹤0.01%
22,657
-28,485
5486
$135K ﹤0.01%
+4,624
5487
$135K ﹤0.01%
17,207
-23,105
5488
$134K ﹤0.01%
165
+84
5489
$133K ﹤0.01%
8,965
+4,468
5490
$133K ﹤0.01%
7,989
-9,571
5491
$133K ﹤0.01%
818
+6
5492
$132K ﹤0.01%
219,000
5493
$132K ﹤0.01%
12,485
5494
$130K ﹤0.01%
1,588
-200
5495
$130K ﹤0.01%
1,144
-492
5496
$129K ﹤0.01%
36,947
+4,679
5497
$129K ﹤0.01%
3,762
5498
$128K ﹤0.01%
5,944
+287
5499
$128K ﹤0.01%
5,804
-7,210
5500
$127K ﹤0.01%
12,916
-156,179
218 219
220
221 222