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
4076
$975K ﹤0.01%
47,122
+12,929
4077
$975K ﹤0.01%
39,144
+4,779
4078
$974K ﹤0.01%
929,030
-8,704
4079
$974K ﹤0.01%
21,442
+241
4080
$974K ﹤0.01%
29,453
+2,437
4081
$972K ﹤0.01%
40,196
-1,022
4082
$971K ﹤0.01%
41,897
+10,712
4083
$971K ﹤0.01%
141,960
+15,990
4084
$970K ﹤0.01%
106,158
-13,953
4085
$968K ﹤0.01%
20,923
-3,693
4086
$968K ﹤0.01%
333,942
+171,025
4087
$967K ﹤0.01%
33,304
-3,304
4088
$966K ﹤0.01%
14,128
+5,530
4089
$964K ﹤0.01%
47,893
+2,630
4090
$961K ﹤0.01%
8,622
+6,660
4091
$960K ﹤0.01%
60,571
-955
4092
$958K ﹤0.01%
879,384
+487,119
4093
$956K ﹤0.01%
119,911
-11,918
4094
$956K ﹤0.01%
+37,752
4095
$955K ﹤0.01%
37,476
+24,213
4096
$954K ﹤0.01%
2,681,820
+1,041,930
4097
$953K ﹤0.01%
156,122
+123,691
4098
$951K ﹤0.01%
96,024
-103,325
4099
$951K ﹤0.01%
263,055
+106,096
4100
$949K ﹤0.01%
17,965
+12,080
162 163
164
165 166