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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
6026
$8K ﹤0.01%
4,200
6027
$8K ﹤0.01%
28
+2
6028
$8K ﹤0.01%
1,992
6029
$8K ﹤0.01%
832
+279
6030
$8K ﹤0.01%
19
-32
6031
$8K ﹤0.01%
348
6032
$8K ﹤0.01%
+242
6033
$8K ﹤0.01%
2,500
6034
$8K ﹤0.01%
3,265
+3,065
6035
$8K ﹤0.01%
245
6036
$8K ﹤0.01%
1,878
+152
6037
$8K ﹤0.01%
+2
6038
$8K ﹤0.01%
88
+75
6039
$8K ﹤0.01%
373
6040
$8K ﹤0.01%
+540
6041
$8K ﹤0.01%
290
+99
6042
$8K ﹤0.01%
3,000
+2,151
6043
$8K ﹤0.01%
+1
6044
$8K ﹤0.01%
+567
6045
$8K ﹤0.01%
991
-5,041
6046
$8K ﹤0.01%
2,336
-18,377
6047
$8K ﹤0.01%
+18
6048
$8K ﹤0.01%
12,615
+8,443
6049
$8K ﹤0.01%
302
6050
$7K ﹤0.01%
7,031
+5,103