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
2901
$3.81M ﹤0.01%
56,399
-7,117
2902
$3.81M ﹤0.01%
319,256
+34,867
2903
$3.8M ﹤0.01%
3,090,090
-253,865
2904
$3.79M ﹤0.01%
122,053
+1,389
2905
$3.79M ﹤0.01%
192,311
-283,121
2906
$3.79M ﹤0.01%
63,268
-240,338
2907
$3.79M ﹤0.01%
710,592
+15,356
2908
$3.79M ﹤0.01%
58,236
-30,872
2909
$3.77M ﹤0.01%
69,926
-382,579
2910
$3.77M ﹤0.01%
60,244
-40,566
2911
$3.77M ﹤0.01%
557,238
+415,059
2912
$3.76M ﹤0.01%
154,078
+152,018
2913
$3.76M ﹤0.01%
1,040,917
-121,079
2914
$3.75M ﹤0.01%
106,865
-96,510
2915
$3.75M ﹤0.01%
37,778
-236
2916
$3.75M ﹤0.01%
1,168,619
-607,204
2917
$3.75M ﹤0.01%
437,556
+275,585
2918
$3.75M ﹤0.01%
213,821
+211,570
2919
$3.74M ﹤0.01%
45,479
-46,252
2920
$3.74M ﹤0.01%
325,024
-25,531
2921
$3.73M ﹤0.01%
113,969
+19,206
2922
$3.73M ﹤0.01%
320,016
-27,269
2923
$3.73M ﹤0.01%
283,116
+10,570
2924
$3.73M ﹤0.01%
105,598
-7,470
2925
$3.73M ﹤0.01%
54,067
-6,803
115 116
117
118 119