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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
5776
$26K ﹤0.01%
17,436
+14,605
5777
$25K ﹤0.01%
6,000
-13
5778
$25K ﹤0.01%
430
5779
$25K ﹤0.01%
1,722
-174
5780
$25K ﹤0.01%
3,618
-7,200
5781
$25K ﹤0.01%
5,495
+1,515
5782
– –
0
5783
$25K ﹤0.01%
948
5784
$25K ﹤0.01%
287
-1,645
5785
$25K ﹤0.01%
836
+322
5786
$25K ﹤0.01%
2,989
+1,904
5787
$25K ﹤0.01%
70,999
-11,224
5788
$24K ﹤0.01%
3,236
+2,335
5789
$24K ﹤0.01%
1,314
-28
5790
$24K ﹤0.01%
639
+144
5791
$24K ﹤0.01%
14,834
-105,429
5792
$24K ﹤0.01%
640
5793
$24K ﹤0.01%
4,500
+4,332
5794
$24K ﹤0.01%
1,075
-2,066
5795
$24K ﹤0.01%
2,428
-8,458
5796
$24K ﹤0.01%
35
+20
5797
$24K ﹤0.01%
4,069
5798
$24K ﹤0.01%
2,291
-1,969
5799
$23K ﹤0.01%
1,062
-730
5800
$23K ﹤0.01%
1,044
230 231
232
233 234