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
3226
$2.71M ﹤0.01%
77,989
-285,793
3227
$2.71M ﹤0.01%
166,114
+4,833
3228
$2.71M ﹤0.01%
940,133
+372,589
3229
$2.71M ﹤0.01%
310,876
-136,245
3230
$2.71M ﹤0.01%
203,370
-11,824
3231
$2.7M ﹤0.01%
97,326
+12,038
3232
$2.7M ﹤0.01%
148,720
-28,647
3233
$2.7M ﹤0.01%
+102,916
3234
$2.69M ﹤0.01%
394,385
+63,794
3235
$2.69M ﹤0.01%
149,900
+100,405
3236
$2.69M ﹤0.01%
460,714
+178,373
3237
$2.69M ﹤0.01%
136,180
+19,091
3238
$2.69M ﹤0.01%
50,256
-72,128
3239
$2.69M ﹤0.01%
228,812
+64,395
3240
$2.68M ﹤0.01%
82,480
-10,186
3241
$2.68M ﹤0.01%
124,065
-20,025
3242
$2.68M ﹤0.01%
57,044
-103,166
3243
$2.68M ﹤0.01%
55,869
-7,702
3244
$2.67M ﹤0.01%
255,563
+11,782
3245
$2.67M ﹤0.01%
239,655
+609
3246
$2.67M ﹤0.01%
123,503
-18,326
3247
$2.66M ﹤0.01%
162,230
-44,570
3248
$2.66M ﹤0.01%
3,427,482
-435,952
3249
$2.66M ﹤0.01%
105,947
+32,997
3250
$2.66M ﹤0.01%
1,267,739
+47,521
128 129
130
131 132