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
5051
$154K ﹤0.01%
6,848
+6,648
5052
$153K ﹤0.01%
2,836
+887
5053
$152K ﹤0.01%
10,213
+6,811
5054
$152K ﹤0.01%
2,885
-1,064
5055
$152K ﹤0.01%
11,820
+1,478
5056
$151K ﹤0.01%
44
-126
5057
$150K ﹤0.01%
15,944
+13,414
5058
$150K ﹤0.01%
3,888
-4,508
5059
$149K ﹤0.01%
11,400
+3,305
5060
$149K ﹤0.01%
33,304
-5,614
5061
$149K ﹤0.01%
8,593
+2,363
5062
$149K ﹤0.01%
461,516
-210,543
5063
$148K ﹤0.01%
6,284
+6,133
5064
$148K ﹤0.01%
6,607
5065
$148K ﹤0.01%
10,938
+1,120
5066
$148K ﹤0.01%
900
5067
$148K ﹤0.01%
45,447
-7,378
5068
$147K ﹤0.01%
19,873
+14,233
5069
$146K ﹤0.01%
11,488
+218
5070
$145K ﹤0.01%
10,093
+6,652
5071
$145K ﹤0.01%
6,044
-682
5072
$145K ﹤0.01%
8,793
-69,831
5073
$145K ﹤0.01%
20,999
+13,027
5074
$145K ﹤0.01%
6,626
+5,126
5075
$145K ﹤0.01%
2,204
+1,562
201 202
203
204 205