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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
5226
– –
0
5227
$103K ﹤0.01%
2,324
+739
5228
$103K ﹤0.01%
+6,530
5229
$103K ﹤0.01%
1,466
+930
5230
$103K ﹤0.01%
15,600
+4,228
5231
$103K ﹤0.01%
19
+17
5232
$102K ﹤0.01%
11,335
+9,634
5233
$102K ﹤0.01%
10,880
-4,815
5234
$102K ﹤0.01%
7,424
-1,022
5235
$101K ﹤0.01%
4,434
-605
5236
$101K ﹤0.01%
1,351
5237
$101K ﹤0.01%
2,276
+1,719
5238
$101K ﹤0.01%
4,338
-52
5239
$100K ﹤0.01%
49,940
-7,644
5240
$100K ﹤0.01%
8,069
+841
5241
$100K ﹤0.01%
12,851
5242
$99K ﹤0.01%
16,624
+11,598
5243
$99K ﹤0.01%
13,798
+3,264
5244
$99K ﹤0.01%
23,647
-196,292
5245
$99K ﹤0.01%
4,567
+2,860
5246
$99K ﹤0.01%
20,334
+9,077
5247
$99K ﹤0.01%
20,880
+9,355
5248
$99K ﹤0.01%
2,600
+2,200
5249
$99K ﹤0.01%
2,772
+2,059
5250
$99K ﹤0.01%
21,582
-342
208 209
210
211 212