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
5351
$78K ﹤0.01%
6,721
+5,212
5352
$78K ﹤0.01%
4,228
+2,829
5353
$78K ﹤0.01%
157,289
-6,845
5354
$78K ﹤0.01%
34,767
-227,730
5355
$77K ﹤0.01%
14,122
-214,302
5356
$77K ﹤0.01%
19,990
+1,529
5357
$77K ﹤0.01%
17,076
5358
$77K ﹤0.01%
5,348
+4,120
5359
$77K ﹤0.01%
63,080
-14,952
5360
$76K ﹤0.01%
8,427
+6,787
5361
$76K ﹤0.01%
4,423
-510
5362
$75K ﹤0.01%
412
5363
$75K ﹤0.01%
2,493
+1,395
5364
$75K ﹤0.01%
6,179
-13,613
5365
$75K ﹤0.01%
1,716
+1,151
5366
$75K ﹤0.01%
1,213
+812
5367
$75K ﹤0.01%
2,488
5368
$74K ﹤0.01%
6,647
-8,463
5369
$74K ﹤0.01%
2,645
+1,491
5370
$74K ﹤0.01%
7,579
+1,930
5371
$74K ﹤0.01%
249,171
+14,270
5372
$73K ﹤0.01%
1,362
-150
5373
$73K ﹤0.01%
5,781
+3,482
5374
$73K ﹤0.01%
5,958
+3,172
5375
$73K ﹤0.01%
+10,555
213 214
215
216 217