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
4801
$264K ﹤0.01%
14,097
+5,537
4802
$264K ﹤0.01%
917
+279
4803
$263K ﹤0.01%
1,975
+199
4804
$263K ﹤0.01%
33,843
-2,559
4805
$261K ﹤0.01%
19,640
-3,560
4806
$261K ﹤0.01%
+5,805
4807
$261K ﹤0.01%
18,802
-8,092
4808
$261K ﹤0.01%
19,707
+16,855
4809
$260K ﹤0.01%
12,619
+3,789
4810
$260K ﹤0.01%
19,348
+4,698
4811
$260K ﹤0.01%
+8,034
4812
$259K ﹤0.01%
24,761
+3,385
4813
$259K ﹤0.01%
60,675
+14,893
4814
$258K ﹤0.01%
45,913
-225,751
4815
$258K ﹤0.01%
8,049
-2,147
4816
$257K ﹤0.01%
77,887
-30,828
4817
$256K ﹤0.01%
1,234
+547
4818
$255K ﹤0.01%
23,428
-20,186
4819
$254K ﹤0.01%
33,701
+415
4820
$254K ﹤0.01%
69,587
+39,311
4821
$254K ﹤0.01%
28,586
+11,125
4822
$254K ﹤0.01%
18,390
+980
4823
$254K ﹤0.01%
13,752
+5,370
4824
$254K ﹤0.01%
2,233
-100
4825
$253K ﹤0.01%
+10,005
191 192
193
194 195