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
4701
$317K ﹤0.01%
99,170
+52,529
4702
$317K ﹤0.01%
8,303
+665
4703
$317K ﹤0.01%
45,891
+28,220
4704
$316K ﹤0.01%
18,084
-20,258
4705
$316K ﹤0.01%
20,127
+7,200
4706
$315K ﹤0.01%
40,697
-21,550
4707
$315K ﹤0.01%
37,123
+206
4708
$315K ﹤0.01%
112,776
-200,989
4709
$315K ﹤0.01%
45,605
+1,012
4710
$315K ﹤0.01%
+66,529
4711
$315K ﹤0.01%
81,884
-328,808
4712
$314K ﹤0.01%
13,157
+526
4713
$313K ﹤0.01%
45,894
-25,104
4714
$313K ﹤0.01%
149,173
+12,476
4715
$313K ﹤0.01%
11,651
-3,709
4716
$313K ﹤0.01%
34,822
+16,074
4717
$312K ﹤0.01%
13,654
-9,873
4718
$312K ﹤0.01%
18,569
+463
4719
$311K ﹤0.01%
4,858
+864
4720
$311K ﹤0.01%
71,178
+20,142
4721
$310K ﹤0.01%
22,224
+8,872
4722
$309K ﹤0.01%
42,870
-91,292
4723
$309K ﹤0.01%
63,962
+58,090
4724
$308K ﹤0.01%
23,338
-8,323
4725
$308K ﹤0.01%
21,348
-4,527
187 188
189
190 191