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
3201
$2.78M ﹤0.01%
23,913
-51,194
3202
$2.78M ﹤0.01%
71,979
-342,770
3203
$2.78M ﹤0.01%
96,123
-18,729
3204
$2.78M ﹤0.01%
328,094
-284,056
3205
$2.77M ﹤0.01%
49,497
+571
3206
$2.77M ﹤0.01%
314,273
+27,975
3207
$2.77M ﹤0.01%
204,428
-18,371
3208
$2.77M ﹤0.01%
621,059
-68,055
3209
$2.77M ﹤0.01%
157,289
+7,043
3210
$2.76M ﹤0.01%
180,888
+9,023
3211
$2.76M ﹤0.01%
208,116
-28,011
3212
$2.75M ﹤0.01%
380,430
+48,321
3213
$2.75M ﹤0.01%
122,281
-112,338
3214
$2.75M ﹤0.01%
213,792
+8,778
3215
$2.74M ﹤0.01%
3,533
+3,508
3216
$2.74M ﹤0.01%
129,809
-97,027
3217
$2.74M ﹤0.01%
193,310
-61,486
3218
$2.73M ﹤0.01%
403,867
+36,030
3219
$2.73M ﹤0.01%
53,984
+12,448
3220
$2.73M ﹤0.01%
218,574
+2,330
3221
$2.73M ﹤0.01%
115,178
-406,372
3222
$2.73M ﹤0.01%
37,957
-67,211
3223
$2.72M ﹤0.01%
38,967
-6,866
3224
$2.71M ﹤0.01%
250,768
+39,713
3225
$2.71M ﹤0.01%
242,163
+134,948
127 128
129
130 131