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
5601
$88K ﹤0.01%
22
-7
5602
$88K ﹤0.01%
12,076
-3,861
5603
$88K ﹤0.01%
4,500
-1,000
5604
$87K ﹤0.01%
2,808
-1,165
5605
$87K ﹤0.01%
3,827
+3,068
5606
$87K ﹤0.01%
8,717
-1,900
5607
$87K ﹤0.01%
5,902
5608
$87K ﹤0.01%
64,664
+24,300
5609
$85K ﹤0.01%
483
-29
5610
$85K ﹤0.01%
12,706
-2,394
5611
$84K ﹤0.01%
198
-13
5612
$84K ﹤0.01%
+237
5613
$84K ﹤0.01%
3,766
+2,016
5614
$84K ﹤0.01%
2,989
+839
5615
$84K ﹤0.01%
6,424
+704
5616
$83K ﹤0.01%
2,467
+663
5617
$83K ﹤0.01%
2,308
+1,905
5618
$83K ﹤0.01%
1,467
-525
5619
$82K ﹤0.01%
9,528
-1,524
5620
$82K ﹤0.01%
3,467
+1,028
5621
$81K ﹤0.01%
2,974
-2,598
5622
$81K ﹤0.01%
+1,390
5623
$81K ﹤0.01%
577
5624
$80K ﹤0.01%
4,776
5625
$80K ﹤0.01%
481
+153
223 224
225
226 227