Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$452B
AUM Growth
+$83.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,977
New
Increased
Reduced
Closed

Top Buys

1
+$1.53B
2
+$1.01B
3
+$684M
4
ZM icon
Zoom
ZM
+$534M
5
CHWY icon
Chewy
CHWY
+$491M

Top Sells

1
+$5.07B
2
+$874M
3
+$776M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$767M
5
AAPL icon
Apple
AAPL
+$719M

Sector Composition

1 Technology 19.32%
2 Healthcare 10.4%
3 Consumer Discretionary 8.1%
4 Communication Services 7.82%
5 Financials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$5.9M ﹤0.01%
488,545
+14,724
2477
$5.9M ﹤0.01%
102,040
-99,815
2478
$5.9M ﹤0.01%
138,500
-692,738
2479
$5.89M ﹤0.01%
404,623
+311,126
2480
$5.88M ﹤0.01%
120,494
+64,189
2481
$5.87M ﹤0.01%
141,689
+32,753
2482
$5.87M ﹤0.01%
390,961
-72,029
2483
$5.87M ﹤0.01%
280,194
+175,418
2484
$5.87M ﹤0.01%
526,914
+2,827
2485
$5.86M ﹤0.01%
257,411
+45,685
2486
$5.86M ﹤0.01%
60,290
+3,402
2487
$5.85M ﹤0.01%
88,855
-21,128
2488
$5.85M ﹤0.01%
403,702
+193,795
2489
$5.85M ﹤0.01%
278,756
-138,571
2490
$5.84M ﹤0.01%
420,746
-28,372
2491
$5.84M ﹤0.01%
92,390
-6,295
2492
$5.81M ﹤0.01%
437,640
-13,132
2493
$5.81M ﹤0.01%
318,821
-72,310
2494
$5.8M ﹤0.01%
289,428
+52,427
2495
$5.79M ﹤0.01%
706,657
+74,364
2496
$5.78M ﹤0.01%
297,804
+7,781
2497
$5.78M ﹤0.01%
365,582
+33,521
2498
$5.77M ﹤0.01%
564,993
+17,983
2499
$5.77M ﹤0.01%
152,326
+93,875
2500
$5.76M ﹤0.01%
363,344
+172,138
98 99
100
101 102