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
5951
$21K ﹤0.01%
6,460
+6,393
5952
– –
0
5953
$20K ﹤0.01%
1,151
-230
5954
$20K ﹤0.01%
2,776
-4,000
5955
$20K ﹤0.01%
+1,098
5956
$20K ﹤0.01%
269
-9
5957
$20K ﹤0.01%
4,198
+4,098
5958
$20K ﹤0.01%
8,198
+1,398
5959
$20K ﹤0.01%
678
+666
5960
$20K ﹤0.01%
2,280
-21,571
5961
$20K ﹤0.01%
1,300
5962
$20K ﹤0.01%
1,056
+465
5963
$20K ﹤0.01%
1,044
-678
5964
$20K ﹤0.01%
5,675
-2,028
5965
$20K ﹤0.01%
6,406
5966
$19K ﹤0.01%
6,332
-22
5967
$19K ﹤0.01%
+2,087
5968
$19K ﹤0.01%
425
+31
5969
$19K ﹤0.01%
6,189
-2,197
5970
$19K ﹤0.01%
7,300
-15,169
5971
$19K ﹤0.01%
8,984
-7,254
5972
$19K ﹤0.01%
9,120
-8,000
5973
$19K ﹤0.01%
1,705
+856
5974
$18K ﹤0.01%
10,009
-5,000
5975
$18K ﹤0.01%
24
237 238
239
240 241