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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
5551
$45K ﹤0.01%
5,029
+1,818
5552
$45K ﹤0.01%
2,072
-461
5553
$44K ﹤0.01%
867
-286
5554
$44K ﹤0.01%
760
-1,244
5555
$44K ﹤0.01%
2,000
5556
$44K ﹤0.01%
177
+46
5557
$44K ﹤0.01%
5,446
+2,552
5558
$44K ﹤0.01%
427
+425
5559
$44K ﹤0.01%
2,912
5560
$44K ﹤0.01%
4,019
-45,415
5561
$44K ﹤0.01%
9,167
+9,055
5562
$43K ﹤0.01%
21,472
+1,372
5563
$43K ﹤0.01%
273
+27
5564
$42K ﹤0.01%
4,746
+3,350
5565
$42K ﹤0.01%
5,723
+5,296
5566
$42K ﹤0.01%
16,817
-1,025
5567
$42K ﹤0.01%
+2,491
5568
$42K ﹤0.01%
1,180
+374
5569
$42K ﹤0.01%
893
+890
5570
$42K ﹤0.01%
27,109
+26,859
5571
$42K ﹤0.01%
15,399
+11,579
5572
$42K ﹤0.01%
69,053
+26,340
5573
$42K ﹤0.01%
1,200
5574
$41K ﹤0.01%
5,262
+1,103
5575
$41K ﹤0.01%
15,042
-17,878
221 222
223
224 225