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
5651
$34K ﹤0.01%
+559
5652
$34K ﹤0.01%
3,728
+1,200
5653
$34K ﹤0.01%
4,680
+4,670
5654
$34K ﹤0.01%
2,482
-1,226
5655
$34K ﹤0.01%
15,543
5656
$34K ﹤0.01%
2,093
+1,737
5657
$34K ﹤0.01%
8,215
+3,585
5658
$34K ﹤0.01%
6,188
-2,014
5659
$34K ﹤0.01%
15,752
+11,149
5660
$34K ﹤0.01%
29,606
+16,793
5661
$34K ﹤0.01%
5,282
-2,270
5662
$33K ﹤0.01%
1,075
-1,305
5663
$33K ﹤0.01%
14,699
+13,700
5664
$33K ﹤0.01%
+1,267
5665
$33K ﹤0.01%
4,892
+775
5666
$33K ﹤0.01%
37,164
-71,395
5667
$33K ﹤0.01%
1,653
5668
$33K ﹤0.01%
3,590
+2,736
5669
$33K ﹤0.01%
83
5670
$33K ﹤0.01%
10,802
-10
5671
$33K ﹤0.01%
40,105
-187,249
5672
$33K ﹤0.01%
15,837
-127
5673
$33K ﹤0.01%
658
+53
5674
$33K ﹤0.01%
3,719
+2,977
5675
$33K ﹤0.01%
1,017
225 226
227
228 229