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
4126
$914K ﹤0.01%
67,570
+47,396
4127
$908K ﹤0.01%
217,766
+215,879
4128
$907K ﹤0.01%
28,316
+1,535
4129
$907K ﹤0.01%
153,376
+73,320
4130
$907K ﹤0.01%
64,471
-11,854
4131
$904K ﹤0.01%
58,761
+1,140
4132
$903K ﹤0.01%
105,112
+3,418
4133
$902K ﹤0.01%
34,464
-4,068
4134
$902K ﹤0.01%
38,623
-1,367
4135
$900K ﹤0.01%
48,998
-80,924
4136
$899K ﹤0.01%
43,227
+19,794
4137
$896K ﹤0.01%
27,063
+9,394
4138
$895K ﹤0.01%
12,014
-11,202
4139
$895K ﹤0.01%
1,999
+567
4140
$892K ﹤0.01%
348,150
-166,947
4141
$890K ﹤0.01%
32,439
+31,890
4142
$887K ﹤0.01%
+34,890
4143
$886K ﹤0.01%
91,231
+4,238
4144
$886K ﹤0.01%
59,537
-3,834
4145
$885K ﹤0.01%
60,118
-203,277
4146
$883K ﹤0.01%
89,188
-21,880
4147
$882K ﹤0.01%
33,361
+11,347
4148
$882K ﹤0.01%
15,762
+9,077
4149
$881K ﹤0.01%
1,430
-711
4150
$878K ﹤0.01%
26,473
-3,065
164 165
166
167 168