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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
5626
$36K ﹤0.01%
2,400
5627
$36K ﹤0.01%
10,922
-1,246
5628
$36K ﹤0.01%
2,079
-852
5629
$36K ﹤0.01%
449
5630
$36K ﹤0.01%
9,073
-233,217
5631
$36K ﹤0.01%
1,342
5632
$36K ﹤0.01%
1,250
5633
$36K ﹤0.01%
1,848
+1,375
5634
$36K ﹤0.01%
265
+236
5635
$36K ﹤0.01%
4,132
+3,044
5636
$36K ﹤0.01%
+1,448
5637
$35K ﹤0.01%
1,604
-798
5638
$35K ﹤0.01%
610
-145
5639
$35K ﹤0.01%
11,753
-5
5640
$35K ﹤0.01%
1,350
5641
$35K ﹤0.01%
1,039
+1,012
5642
$35K ﹤0.01%
14,837
5643
$35K ﹤0.01%
1,025
5644
$35K ﹤0.01%
6
+3
5645
$35K ﹤0.01%
14,866
+12,901
5646
$35K ﹤0.01%
500
-192
5647
$35K ﹤0.01%
1,170
5648
$35K ﹤0.01%
1,763
+991
5649
$35K ﹤0.01%
18,829
+15,117
5650
$35K ﹤0.01%
567
+518
224 225
226
227 228