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
4376
$606K ﹤0.01%
60,678
-34,507
4377
$606K ﹤0.01%
328,228
+244,460
4378
$605K ﹤0.01%
14,997
+1,377
4379
$601K ﹤0.01%
74,406
+8,883
4380
$599K ﹤0.01%
204,529
+141,196
4381
$599K ﹤0.01%
80,713
-154,438
4382
$598K ﹤0.01%
19,755
+4,898
4383
$598K ﹤0.01%
28,146
-22,963
4384
$597K ﹤0.01%
134,466
+39,107
4385
$596K ﹤0.01%
16,914
+2,124
4386
$596K ﹤0.01%
3,479
-22,624
4387
$596K ﹤0.01%
28,811
+9,096
4388
$594K ﹤0.01%
72,669
-14,429
4389
$593K ﹤0.01%
140,773
+11,490
4390
$589K ﹤0.01%
+12,585
4391
$587K ﹤0.01%
54,786
-23,090
4392
$586K ﹤0.01%
99,352
-42,132
4393
$580K ﹤0.01%
54,054
+11,186
4394
$580K ﹤0.01%
49,706
-1,918
4395
$579K ﹤0.01%
20,700
+19,004
4396
$574K ﹤0.01%
222,481
+22,679
4397
$573K ﹤0.01%
79,642
4398
$571K ﹤0.01%
31,510
-13,467
4399
$570K ﹤0.01%
131,076
-292,440
4400
$568K ﹤0.01%
35,735
-39,152
174 175
176
177 178