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
6001
$9K ﹤0.01%
510
+49
6002
$9K ﹤0.01%
295
-39
6003
$9K ﹤0.01%
420
6004
$9K ﹤0.01%
11,000
6005
$9K ﹤0.01%
645
6006
$9K ﹤0.01%
523
+389
6007
$9K ﹤0.01%
874
+127
6008
$9K ﹤0.01%
373
-5,707
6009
$9K ﹤0.01%
655
6010
$9K ﹤0.01%
16
-63
6011
$9K ﹤0.01%
5,100
-73,101
6012
$9K ﹤0.01%
171
6013
$9K ﹤0.01%
+358
6014
$9K ﹤0.01%
1,500
6015
$9K ﹤0.01%
+199
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%
16,923
+5,015
6021
$9K ﹤0.01%
1,400
6022
$9K ﹤0.01%
1,516
+607
6023
$8K ﹤0.01%
+760
6024
$8K ﹤0.01%
4,200
6025
$8K ﹤0.01%
28
+2
239 240
241
242 243