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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
5701
$31K ﹤0.01%
2,028
+1,510
5702
$31K ﹤0.01%
985
-60
5703
$30K ﹤0.01%
28,561
-660,123
5704
$30K ﹤0.01%
546
+100
5705
$30K ﹤0.01%
1,326
+1,006
5706
$30K ﹤0.01%
1,171
+877
5707
$30K ﹤0.01%
2,317
+2,077
5708
$30K ﹤0.01%
5,119
-19
5709
$30K ﹤0.01%
2,954
5710
$30K ﹤0.01%
36,530
-1,039,712
5711
$30K ﹤0.01%
63,859
+7,067
5712
$30K ﹤0.01%
1,201
5713
$30K ﹤0.01%
2,422
5714
$30K ﹤0.01%
1,185
+935
5715
$30K ﹤0.01%
4,740
-5,827
5716
$29K ﹤0.01%
3,344
-1,236
5717
$29K ﹤0.01%
1,489
-1,122
5718
$29K ﹤0.01%
4,299
5719
$29K ﹤0.01%
2,198
+1,649
5720
$29K ﹤0.01%
10,818
+9,469
5721
$29K ﹤0.01%
7,484
-2
5722
$29K ﹤0.01%
6,912
-1,061
5723
$29K ﹤0.01%
218
-68
5724
$29K ﹤0.01%
1,160
5725
$29K ﹤0.01%
1,260
+1,115
227 228
229
230 231