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
901
$43.8M 0.01%
3,297,822
+471,876
902
$43.8M 0.01%
1,587,639
+223,884
903
$43.6M 0.01%
2,726,182
+407,492
904
$43.6M 0.01%
873,861
-27,248
905
$43.5M 0.01%
1,256,118
-273,672
906
$43.5M 0.01%
391,704
+9,752
907
$43.4M 0.01%
1,281,281
+1,059,913
908
$43.2M 0.01%
1,810,618
+125,166
909
$43.2M 0.01%
8,180,998
+1,698,020
910
$43M 0.01%
440,471
+57,476
911
$43M 0.01%
319,710
+157,515
912
$43M 0.01%
3,008,149
+258,086
913
$42.9M 0.01%
863,655
+275,648
914
$42.8M 0.01%
+10,270
915
$42.8M 0.01%
808,519
+314,443
916
$42.6M 0.01%
5,729,561
+2,375,255
917
$42.5M 0.01%
250,277
-166,652
918
$42.5M 0.01%
1,137,606
+37,820
919
$42.4M 0.01%
783,541
+329,056
920
$42.3M 0.01%
884,888
-198,385
921
$42.3M 0.01%
901,555
-57,108
922
$42.2M 0.01%
397,309
+54,021
923
$42M 0.01%
3,786,122
+371,963
924
$41.9M 0.01%
5,106,460
+887,038
925
$41.9M 0.01%
4,449,565
+221,982
35 36
37
38 39