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
2876
$3.88M ﹤0.01%
321,995
+94,008
2877
$3.88M ﹤0.01%
544,333
-32,359
2878
$3.88M ﹤0.01%
64,658
+1,528
2879
$3.87M ﹤0.01%
115,883
-2,060
2880
$3.87M ﹤0.01%
75,004
-330
2881
$3.87M ﹤0.01%
64,110
-28,303
2882
$3.87M ﹤0.01%
233,811
+180,631
2883
$3.86M ﹤0.01%
94,109
-39,462
2884
$3.85M ﹤0.01%
850,690
-114,346
2885
$3.85M ﹤0.01%
118,291
-22,661
2886
$3.85M ﹤0.01%
250,358
-2,207
2887
$3.85M ﹤0.01%
252,367
+146,792
2888
$3.85M ﹤0.01%
22,263
+7,450
2889
$3.85M ﹤0.01%
85,479
+2,925
2890
$3.84M ﹤0.01%
50,793
+1,944
2891
$3.84M ﹤0.01%
172,034
+146,767
2892
$3.84M ﹤0.01%
416,178
-207,413
2893
$3.84M ﹤0.01%
33,075
+18,468
2894
$3.83M ﹤0.01%
178,402
+5,106
2895
$3.82M ﹤0.01%
92,395
+1,358
2896
$3.82M ﹤0.01%
351,902
-104,387
2897
$3.81M ﹤0.01%
94,019
+1,445
2898
$3.81M ﹤0.01%
119,530
-227,475
2899
$3.81M ﹤0.01%
2,911,935
+1,953,820
2900
$3.81M ﹤0.01%
128,452
-8,056
114 115
116
117 118