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
4051
$1.01M ﹤0.01%
39,382
+37,354
4052
$1.01M ﹤0.01%
106,216
-87
4053
$1M ﹤0.01%
170,841
+89,336
4054
$1M ﹤0.01%
36,769
-28,026
4055
$1M ﹤0.01%
142,480
-63,694
4056
$1M ﹤0.01%
87,692
-447,883
4057
$997K ﹤0.01%
1,120,553
-1,182,520
4058
$996K ﹤0.01%
75,587
-15,524
4059
$995K ﹤0.01%
67,002
-126,706
4060
$995K ﹤0.01%
80,920
-34,936
4061
$995K ﹤0.01%
31,223
-69,612
4062
$993K ﹤0.01%
110,509
+2,850
4063
$992K ﹤0.01%
53,732
+15,508
4064
$991K ﹤0.01%
157,458
-4,148
4065
$988K ﹤0.01%
25,355
-34,782
4066
$987K ﹤0.01%
16,766
-385
4067
$984K ﹤0.01%
19,064
+2,021
4068
$981K ﹤0.01%
281,087
+124,573
4069
$981K ﹤0.01%
48,254
+12,953
4070
$980K ﹤0.01%
58,202
-1,035
4071
$978K ﹤0.01%
72,578
-103,816
4072
$978K ﹤0.01%
127,652
-2,721
4073
$978K ﹤0.01%
35,012
+8,849
4074
$976K ﹤0.01%
574,123
+504,905
4075
$976K ﹤0.01%
76,692
-1,963
161 162
163
164 165