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
5601
$39K ﹤0.01%
1,444
+48
5602
$38K ﹤0.01%
12,440
-3,500
5603
$38K ﹤0.01%
9,788
-105,099
5604
$38K ﹤0.01%
12,964
-5,369
5605
$38K ﹤0.01%
12,779
-1,170
5606
$38K ﹤0.01%
3,072
+2,073
5607
$38K ﹤0.01%
2,859
+1,559
5608
$38K ﹤0.01%
3,000
5609
$38K ﹤0.01%
516
+514
5610
$38K ﹤0.01%
5,536
5611
$38K ﹤0.01%
3,891
-1,464
5612
$37K ﹤0.01%
19,938
+18,566
5613
$37K ﹤0.01%
3,489
+2,718
5614
$37K ﹤0.01%
12,000
5615
$37K ﹤0.01%
1,566
-1,929
5616
$37K ﹤0.01%
4,474
+3,627
5617
$37K ﹤0.01%
3,280
+2,768
5618
$37K ﹤0.01%
186
+4
5619
$37K ﹤0.01%
2,121
+1,451
5620
$37K ﹤0.01%
16,581
-1,087
5621
$37K ﹤0.01%
1,301
5622
$37K ﹤0.01%
1,644
5623
$37K ﹤0.01%
8,939
+1,383
5624
$37K ﹤0.01%
5,521
+4,321
5625
$36K ﹤0.01%
150
-7,366
223 224
225
226 227