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
5751
$27K ﹤0.01%
20,088
5752
$27K ﹤0.01%
2,648
+2,433
5753
$27K ﹤0.01%
21,083
5754
$27K ﹤0.01%
2,000
5755
$27K ﹤0.01%
+539
5756
$27K ﹤0.01%
210
+195
5757
$27K ﹤0.01%
2,629
-3,000
5758
$27K ﹤0.01%
3,196
+1,807
5759
$27K ﹤0.01%
3,503
+1,726
5760
$27K ﹤0.01%
38,096
+36,985
5761
$26K ﹤0.01%
1,858
-1,501
5762
$26K ﹤0.01%
2,430
+1,080
5763
$26K ﹤0.01%
3,632
+2,807
5764
$26K ﹤0.01%
2,021
-84,282
5765
$26K ﹤0.01%
3,233
5766
$26K ﹤0.01%
+804
5767
$26K ﹤0.01%
1,092
-33
5768
$26K ﹤0.01%
1,000
5769
$26K ﹤0.01%
44
+34
5770
$26K ﹤0.01%
4,300
5771
$26K ﹤0.01%
3,436
+1,636
5772
$26K ﹤0.01%
249
+117
5773
$26K ﹤0.01%
5,179
+2,893
5774
$26K ﹤0.01%
4,025
5775
$26K ﹤0.01%
1,077
+595
229 230
231
232 233