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
5401
$68K ﹤0.01%
17,092
-1,872
5402
$68K ﹤0.01%
7,938
+4,745
5403
$67K ﹤0.01%
9,822
5404
$67K ﹤0.01%
17,781
-73,309
5405
$67K ﹤0.01%
60
+53
5406
$67K ﹤0.01%
12,040
+10,084
5407
$67K ﹤0.01%
10,458
+475
5408
$67K ﹤0.01%
5,022
+2,199
5409
$66K ﹤0.01%
14,014
-526,364
5410
$66K ﹤0.01%
+1,703
5411
$66K ﹤0.01%
3,367
-738
5412
$66K ﹤0.01%
2,448
+2,077
5413
$66K ﹤0.01%
5
+1
5414
$66K ﹤0.01%
16,031
+8,532
5415
$66K ﹤0.01%
5,717
+3,285
5416
$66K ﹤0.01%
7,897
-15,951
5417
$65K ﹤0.01%
91
+53
5418
$65K ﹤0.01%
+1,133
5419
$65K ﹤0.01%
+1,151
5420
$65K ﹤0.01%
4,570
+4,134
5421
$65K ﹤0.01%
2,692
-996
5422
$65K ﹤0.01%
+2,353
5423
– –
0
5424
$65K ﹤0.01%
15,844
+12,000
5425
$64K ﹤0.01%
22,982
+21,673
215 216
217
218 219