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
4426
$544K ﹤0.01%
22,389
+4,963
4427
$543K ﹤0.01%
44,606
-112,821
4428
$542K ﹤0.01%
5,444
+1,890
4429
$540K ﹤0.01%
106,843
4430
$540K ﹤0.01%
42,071
-2,628
4431
$539K ﹤0.01%
107,714
+4,850
4432
$539K ﹤0.01%
25,492
-700
4433
$534K ﹤0.01%
30,000
+16,715
4434
$531K ﹤0.01%
55,538
+33,451
4435
$530K ﹤0.01%
1,310
-126
4436
$530K ﹤0.01%
615
+184
4437
$529K ﹤0.01%
33,072
+11,948
4438
$527K ﹤0.01%
52,441
+486
4439
$524K ﹤0.01%
83,003
+18,196
4440
$524K ﹤0.01%
56,003
+11,086
4441
$519K ﹤0.01%
40,628
+3,816
4442
$518K ﹤0.01%
101,721
-72,076
4443
$516K ﹤0.01%
65,892
+3,730
4444
$515K ﹤0.01%
56,746
+2,623
4445
$513K ﹤0.01%
76,257
+5,015
4446
$513K ﹤0.01%
64,668
-21,847
4447
$513K ﹤0.01%
372,677
-38,055
4448
$512K ﹤0.01%
39,836
-1,512
4449
$511K ﹤0.01%
77,414
+15,138
4450
$511K ﹤0.01%
60,762
+3,602
176 177
178
179 180