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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
5976
$10K ﹤0.01%
20
-980
5977
$10K ﹤0.01%
429
5978
$10K ﹤0.01%
1,581
-4,669
5979
$10K ﹤0.01%
441
-19,821
5980
$10K ﹤0.01%
1,359
+689
5981
$10K ﹤0.01%
1,543
5982
$10K ﹤0.01%
242
-11,155
5983
$10K ﹤0.01%
3,473
-56
5984
$10K ﹤0.01%
1,786
+1,547
5985
$10K ﹤0.01%
+3
5986
$10K ﹤0.01%
3,025
5987
$10K ﹤0.01%
316
5988
$10K ﹤0.01%
887
+860
5989
$10K ﹤0.01%
500
5990
$10K ﹤0.01%
487
5991
$10K ﹤0.01%
+1,000
5992
$10K ﹤0.01%
325
5993
$10K ﹤0.01%
4,642
+1,769
5994
$10K ﹤0.01%
60,265
+3,078
5995
$10K ﹤0.01%
1,567
+1,015
5996
$9K ﹤0.01%
295
-39
5997
$9K ﹤0.01%
296
+212
5998
$9K ﹤0.01%
360
5999
$9K ﹤0.01%
510
+49
6000
$9K ﹤0.01%
16,923
+5,015
238 239
240
241 242