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
4451
$510K ﹤0.01%
155,186
+3,776
4452
$510K ﹤0.01%
10,699
+4,089
4453
$509K ﹤0.01%
18,650
+4,374
4454
$509K ﹤0.01%
9,138
+490
4455
$506K ﹤0.01%
42,550
+14,240
4456
$503K ﹤0.01%
789
+284
4457
$501K ﹤0.01%
31,936
+20,304
4458
$500K ﹤0.01%
46,892
+27,349
4459
$500K ﹤0.01%
10,746
-22,573
4460
$500K ﹤0.01%
83,894
+6,225
4461
$499K ﹤0.01%
107,089
-101
4462
$499K ﹤0.01%
28,442
+668
4463
$498K ﹤0.01%
851
+656
4464
$498K ﹤0.01%
21,435
+12,308
4465
$496K ﹤0.01%
19,799
+14,393
4466
$495K ﹤0.01%
2,472
+1,295
4467
$495K ﹤0.01%
54,793
+4,326
4468
$493K ﹤0.01%
53,793
+20,826
4469
$491K ﹤0.01%
95,922
-1,196,794
4470
$491K ﹤0.01%
51,849
+48,726
4471
$490K ﹤0.01%
190,057
-247,538
4472
$490K ﹤0.01%
39,078
-4,283
4473
$489K ﹤0.01%
17,874
-42,973
4474
$489K ﹤0.01%
31,765
+18,408
4475
$489K ﹤0.01%
35,953
+257
177 178
179
180 181