Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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
+24.8%
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
+$1.25B
2
+$1.21B
3
+$708M
4
ATVI
Activision Blizzard
ATVI
+$633M
5
ABT icon
Abbott
ABT
+$456M

Top Sells

1
+$1.29B
2
+$910M
3
+$868M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$575M
5
MPLX icon
MPLX
MPLX
+$568M

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
5801
$38K ﹤0.01%
3,156
-2,561
5802
$38K ﹤0.01%
1,881
+30
5803
$38K ﹤0.01%
348
+148
5804
$38K ﹤0.01%
18,149
+5,465
5805
$38K ﹤0.01%
29,046
5806
$38K ﹤0.01%
817
5807
$37K ﹤0.01%
4,500
-300
5808
$37K ﹤0.01%
500
+200
5809
$37K ﹤0.01%
27,400
5810
$37K ﹤0.01%
2,001
5811
$37K ﹤0.01%
942
-936
5812
$36K ﹤0.01%
+1,890
5813
$36K ﹤0.01%
+814
5814
$36K ﹤0.01%
20,088
5815
$36K ﹤0.01%
1,741
-3,479
5816
$36K ﹤0.01%
466
+34
5817
$36K ﹤0.01%
4,585
5818
$36K ﹤0.01%
45,090
-2,559
5819
$36K ﹤0.01%
1,174
5820
$35K ﹤0.01%
15,180
5821
$35K ﹤0.01%
13,343
5822
$35K ﹤0.01%
2,297
+483
5823
$35K ﹤0.01%
1,052
+1,050
5824
$35K ﹤0.01%
4,759
5825
$35K ﹤0.01%
6,417
-1,299
231 232
233
234 235