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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
4876
$224K ﹤0.01%
16,074
+12,563
4877
$224K ﹤0.01%
333
+227
4878
$223K ﹤0.01%
13,384
+7,568
4879
$223K ﹤0.01%
21,813
+4,635
4880
$223K ﹤0.01%
13,004
-28,058
4881
$223K ﹤0.01%
12,892
+2,780
4882
$221K ﹤0.01%
45,537
-84,934
4883
$221K ﹤0.01%
36,685
-29,626
4884
$221K ﹤0.01%
18,506
-25,252
4885
$220K ﹤0.01%
+17,090
4886
$219K ﹤0.01%
19,566
+11,368
4887
$219K ﹤0.01%
8,887
+3,496
4888
$219K ﹤0.01%
13,457
-2,489
4889
$219K ﹤0.01%
4,610
+1,304
4890
$218K ﹤0.01%
15,314
-11,557
4891
$217K ﹤0.01%
5,738
-663
4892
$217K ﹤0.01%
33,184
+27,068
4893
$217K ﹤0.01%
33,290
+28,303
4894
$217K ﹤0.01%
8,662
+2,057
4895
$216K ﹤0.01%
10,872
-6,114
4896
$216K ﹤0.01%
37,794
+998
4897
$216K ﹤0.01%
47,953
-1,685,206
4898
$216K ﹤0.01%
25,929
-956
4899
$215K ﹤0.01%
1,172
+970
4900
$213K ﹤0.01%
9,915
+61
194 195
196
197 198