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
5026
$163K ﹤0.01%
17,922
-13,478
5027
$162K ﹤0.01%
21,701
-9,776
5028
$161K ﹤0.01%
3,816
+2,406
5029
$161K ﹤0.01%
17,355
5030
$161K ﹤0.01%
12,668
+3,163
5031
$161K ﹤0.01%
10,652
+2,106
5032
$159K ﹤0.01%
11,930
+5,189
5033
$159K ﹤0.01%
3,207
-765
5034
$159K ﹤0.01%
8,907
+4,096
5035
$158K ﹤0.01%
+19,551
5036
$157K ﹤0.01%
37,594
-51,595
5037
$156K ﹤0.01%
10,391
+7,379
5038
$156K ﹤0.01%
6,513
5039
$156K ﹤0.01%
7,897
+2,196
5040
$156K ﹤0.01%
16,780
-2,707
5041
$156K ﹤0.01%
8,933
+2,783
5042
$156K ﹤0.01%
7,443
-4,714
5043
$156K ﹤0.01%
9,332
-14,710
5044
$156K ﹤0.01%
21,497
-1,000
5045
$155K ﹤0.01%
15,823
-3,482
5046
$155K ﹤0.01%
971
+940
5047
$155K ﹤0.01%
11,204
5048
$155K ﹤0.01%
6,788
-30,247
5049
$155K ﹤0.01%
5,980
-58
5050
$155K ﹤0.01%
7,094
+5,316
200 201
202
203 204