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
5576
$98K ﹤0.01%
26,837
+5,077
5577
$98K ﹤0.01%
20,543
+308
5578
$97K ﹤0.01%
5,302
-9,096
5579
– –
0
5580
$95K ﹤0.01%
8,300
-40,330
5581
$94K ﹤0.01%
15,773
+5,902
5582
$94K ﹤0.01%
+822
5583
$93K ﹤0.01%
+7,118
5584
$93K ﹤0.01%
+11
5585
$93K ﹤0.01%
+6,003
5586
$93K ﹤0.01%
5,066
+722
5587
$92K ﹤0.01%
7,467
+8
5588
$91K ﹤0.01%
38,271
+26,420
5589
$91K ﹤0.01%
529
+504
5590
$91K ﹤0.01%
4,373
-17,064
5591
$90K ﹤0.01%
31,316
+2,694
5592
$90K ﹤0.01%
33,279
+29,108
5593
$90K ﹤0.01%
3,475
-9,779
5594
$90K ﹤0.01%
164,100
+500
5595
$90K ﹤0.01%
1,900
+190
5596
$89K ﹤0.01%
2,708
+1,308
5597
$89K ﹤0.01%
12,732
-300
5598
$89K ﹤0.01%
11,270
+10,699
5599
$89K ﹤0.01%
2,848
-790
5600
$88K ﹤0.01%
17,688
+17,678
222 223
224
225 226