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
5751
$46K ﹤0.01%
4,500
5752
$45K ﹤0.01%
1,811
-64
5753
$45K ﹤0.01%
915
+268
5754
$45K ﹤0.01%
1,060
+183
5755
$45K ﹤0.01%
+1,601
5756
$44K ﹤0.01%
12,500
5757
$44K ﹤0.01%
6,050
+1,550
5758
$43K ﹤0.01%
14,023
+23
5759
$43K ﹤0.01%
1,329
+829
5760
$43K ﹤0.01%
3,940
-8,516
5761
$43K ﹤0.01%
+866
5762
$43K ﹤0.01%
+7,000
5763
$43K ﹤0.01%
+884
5764
$43K ﹤0.01%
15,667
-5,251
5765
$43K ﹤0.01%
530
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5766
$43K ﹤0.01%
6,091
+3,589
5767
$43K ﹤0.01%
2,738
5768
$43K ﹤0.01%
1,769
+542
5769
$43K ﹤0.01%
266,083
-63,153
5770
$43K ﹤0.01%
+4,889
5771
$42K ﹤0.01%
561
+63
5772
$42K ﹤0.01%
+730
5773
$42K ﹤0.01%
4,402
-4,283
5774
$42K ﹤0.01%
31,009
+4,762
5775
$42K ﹤0.01%
1,991
-800
229 230
231
232 233