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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
5676
$32K ﹤0.01%
4,663
-13,858
5677
$32K ﹤0.01%
+3,150
5678
$32K ﹤0.01%
3,055
-6,747
5679
$32K ﹤0.01%
9,292
+6,242
5680
$32K ﹤0.01%
966
+852
5681
$32K ﹤0.01%
1,252
5682
$32K ﹤0.01%
3,815
5683
$32K ﹤0.01%
1,501
5684
$32K ﹤0.01%
+2
5685
$32K ﹤0.01%
1,416
-1,934
5686
$32K ﹤0.01%
655
+141
5687
$32K ﹤0.01%
2,711
+2,015
5688
$32K ﹤0.01%
1,548
+1,261
5689
$32K ﹤0.01%
+11,401
5690
$31K ﹤0.01%
25,906
-4,835
5691
$31K ﹤0.01%
7,645
+300
5692
$31K ﹤0.01%
1,607
5693
$31K ﹤0.01%
8,725
+6,224
5694
$31K ﹤0.01%
2,499
-2,946
5695
$31K ﹤0.01%
1,388
5696
$31K ﹤0.01%
4,500
+500
5697
$31K ﹤0.01%
3,295
5698
$31K ﹤0.01%
2,500
+2,390
5699
$31K ﹤0.01%
6,778
+1,012
5700
$31K ﹤0.01%
7,750
226 227
228
229 230