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
5451
$61K ﹤0.01%
11,324
+8,674
5452
$61K ﹤0.01%
1,842
+816
5453
$60K ﹤0.01%
2,145
-200
5454
$60K ﹤0.01%
2,285
5455
$60K ﹤0.01%
4,798
+3,064
5456
$60K ﹤0.01%
7,528
+8
5457
$60K ﹤0.01%
26,413
-36,910
5458
$60K ﹤0.01%
4,893
-48,864
5459
$60K ﹤0.01%
3
-54
5460
$60K ﹤0.01%
2,700
-1,000
5461
$59K ﹤0.01%
1,919
+1,217
5462
$59K ﹤0.01%
15,739
+486
5463
$59K ﹤0.01%
+4,985
5464
$58K ﹤0.01%
1,868
+1,418
5465
$58K ﹤0.01%
4,454
+3,388
5466
$58K ﹤0.01%
62
+5
5467
$58K ﹤0.01%
2,086
-566
5468
$57K ﹤0.01%
1,773
-424
5469
$57K ﹤0.01%
+3,536
5470
$57K ﹤0.01%
3,279
5471
$57K ﹤0.01%
41,843
+10,739
5472
$57K ﹤0.01%
1,983
+1,494
5473
$56K ﹤0.01%
4,522
5474
$56K ﹤0.01%
1,565
-45
5475
$56K ﹤0.01%
10,320
+4,544
217 218
219
220 221