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
3051
$3.27M ﹤0.01%
388,830
+204
3052
$3.26M ﹤0.01%
56,813
-29,148
3053
$3.24M ﹤0.01%
62,743
-30,771
3054
$3.23M ﹤0.01%
56,047
+17,757
3055
$3.23M ﹤0.01%
140,944
+100,309
3056
$3.22M ﹤0.01%
187,915
+32,286
3057
$3.22M ﹤0.01%
186,683
-208,329
3058
$3.22M ﹤0.01%
568,605
-461,777
3059
$3.22M ﹤0.01%
90,590
-112,086
3060
$3.22M ﹤0.01%
167,474
-710,774
3061
$3.21M ﹤0.01%
164,337
+39,838
3062
$3.21M ﹤0.01%
287,996
+129,347
3063
$3.21M ﹤0.01%
5,530
-6,736
3064
$3.2M ﹤0.01%
115,800
-22,041
3065
$3.2M ﹤0.01%
170,302
-23,511
3066
$3.19M ﹤0.01%
139,250
+10,930
3067
$3.18M ﹤0.01%
280,581
-2,582
3068
$3.17M ﹤0.01%
209,226
+136,993
3069
$3.17M ﹤0.01%
313,776
-44,556
3070
$3.16M ﹤0.01%
80,319
+20,874
3071
$3.16M ﹤0.01%
162,268
-151,163
3072
$3.15M ﹤0.01%
267,145
+10,315
3073
$3.15M ﹤0.01%
250,796
+35,687
3074
$3.15M ﹤0.01%
75,775
-36,655
3075
$3.15M ﹤0.01%
337,722
+2,349
121 122
123
124 125