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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
6001
$9K ﹤0.01%
1,400
6002
$9K ﹤0.01%
1,516
+607
6003
$9K ﹤0.01%
11,000
6004
$9K ﹤0.01%
645
6005
$9K ﹤0.01%
+199
6006
$9K ﹤0.01%
420
6007
$9K ﹤0.01%
523
+389
6008
$9K ﹤0.01%
874
+127
6009
$9K ﹤0.01%
373
-5,707
6010
$9K ﹤0.01%
655
6011
$9K ﹤0.01%
16
-63
6012
$9K ﹤0.01%
5,100
-73,101
6013
$9K ﹤0.01%
171
6014
$9K ﹤0.01%
+358
6015
$9K ﹤0.01%
1,500
6016
$9K ﹤0.01%
3,065
-31,831
6017
$9K ﹤0.01%
1,200
6018
$9K ﹤0.01%
2,500
6019
$9K ﹤0.01%
9,701
6020
$9K ﹤0.01%
2,800
-2,000
6021
$9K ﹤0.01%
24
-13
6022
$9K ﹤0.01%
9,556
+1,640
6023
$8K ﹤0.01%
+321
6024
$8K ﹤0.01%
+760
6025
$8K ﹤0.01%
60
-9
239 240
241
242 243