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
826
$51.2M 0.01%
934,738
-51,950
827
$51.2M 0.01%
856,791
+104,772
828
$51.2M 0.01%
3,205,508
+108,371
829
$51M 0.01%
1,872,836
-212,283
830
$50.7M 0.01%
1,495,554
-379,433
831
$50.4M 0.01%
1,148,113
-339,649
832
$50.4M 0.01%
150,980
-10,750
833
$50.3M 0.01%
438,803
-36,409
834
$49.8M 0.01%
1,094,002
-119,154
835
$49.8M 0.01%
1,770,720
-228,165
836
$49.7M 0.01%
348,937
-17,751
837
$49.7M 0.01%
2,505,098
+1,410,670
838
$49.5M 0.01%
2,999,455
+987,709
839
$49.4M 0.01%
2,356,138
-51,887
840
$49.3M 0.01%
4,512,476
+788,870
841
$48.9M 0.01%
1,016,681
+767,517
842
$48.8M 0.01%
812,404
+84,988
843
$48.8M 0.01%
568,815
-85,874
844
$48.8M 0.01%
766,774
-14,229
845
$48.8M 0.01%
574,956
+184,357
846
$48.6M 0.01%
1,595,070
-542,004
847
$48.2M 0.01%
4,235,941
-92,748
848
$48.2M 0.01%
115,362
+83,357
849
$48.2M 0.01%
1,934,401
+137,948
850
$48.1M 0.01%
364,462
-48,763
32 33
34
35 36