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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
5826
$21K ﹤0.01%
1
5827
$21K ﹤0.01%
260
-628
5828
$21K ﹤0.01%
1,470
+718
5829
$21K ﹤0.01%
13,853
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5830
$21K ﹤0.01%
29,083
-52,294
5831
$21K ﹤0.01%
1,233
-199
5832
$21K ﹤0.01%
500
5833
– –
0
5834
$20K ﹤0.01%
700
+500
5835
$20K ﹤0.01%
10
+9
5836
$20K ﹤0.01%
804
5837
$20K ﹤0.01%
510
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5838
$20K ﹤0.01%
350
5839
$19K ﹤0.01%
3,049
5840
$19K ﹤0.01%
+3,757
5841
$19K ﹤0.01%
29,695
+4,706
5842
$19K ﹤0.01%
6,975
5843
$19K ﹤0.01%
361
5844
$19K ﹤0.01%
1,398
5845
$19K ﹤0.01%
3,705
-2,918
5846
$19K ﹤0.01%
+390
5847
$19K ﹤0.01%
2,273
-1,893
5848
$19K ﹤0.01%
14,666
+9,751
5849
$19K ﹤0.01%
653
+537
5850
$19K ﹤0.01%
9
+7
232 233
234
235 236