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
5726
$29K ﹤0.01%
1,018
-652
5727
$29K ﹤0.01%
1,168
+37
5728
$28K ﹤0.01%
+1,190
5729
$28K ﹤0.01%
+1,200
5730
$28K ﹤0.01%
4,355
+1,564
5731
$28K ﹤0.01%
3,854
-125
5732
$28K ﹤0.01%
5,547
+5,500
5733
$28K ﹤0.01%
3,944
+2,830
5734
$28K ﹤0.01%
5,470
+2,485
5735
$28K ﹤0.01%
7,045
+355
5736
$28K ﹤0.01%
1,079
-943
5737
$28K ﹤0.01%
40,537
+19,969
5738
$28K ﹤0.01%
1,000
-299
5739
$27K ﹤0.01%
213
5740
$27K ﹤0.01%
+400
5741
$27K ﹤0.01%
7,216
5742
$27K ﹤0.01%
13,900
+13,898
5743
$27K ﹤0.01%
7,720
+5,956
5744
$27K ﹤0.01%
81
+17
5745
$27K ﹤0.01%
1,152
5746
$27K ﹤0.01%
33
+11
5747
$27K ﹤0.01%
702
-2,796
5748
$27K ﹤0.01%
625
5749
$27K ﹤0.01%
2,137
+553
5750
$27K ﹤0.01%
3,740
-69,827
228 229
230
231 232