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
1476
$18.1M ﹤0.01%
150,307
+5,416
1477
$18.1M ﹤0.01%
1,594,938
+43,138
1478
$18.1M ﹤0.01%
619,201
+19,416
1479
$18M ﹤0.01%
500,307
+298,202
1480
$18M ﹤0.01%
383,433
+6,652
1481
$18M ﹤0.01%
1,160,721
-20,321
1482
$18M ﹤0.01%
1,048,174
+157,885
1483
$17.9M ﹤0.01%
2,200,284
+205,560
1484
$17.9M ﹤0.01%
539,086
+18,255
1485
$17.9M ﹤0.01%
569,835
+215,157
1486
$17.9M ﹤0.01%
439,736
-433,364
1487
$17.9M ﹤0.01%
297,024
+10,659
1488
$17.8M ﹤0.01%
78,219
+9,599
1489
$17.8M ﹤0.01%
751,916
+79,825
1490
$17.8M ﹤0.01%
199,529
-4,102
1491
$17.8M ﹤0.01%
359,392
-439,847
1492
$17.8M ﹤0.01%
471,042
+454,446
1493
$17.8M ﹤0.01%
145,679
+64,248
1494
$17.8M ﹤0.01%
1,086,720
+355,480
1495
$17.7M ﹤0.01%
3,252,604
+361,751
1496
$17.7M ﹤0.01%
467,713
-72,243
1497
$17.7M ﹤0.01%
966,597
-61,863
1498
$17.6M ﹤0.01%
467,137
-454,782
1499
$17.6M ﹤0.01%
316,935
+44,077
1500
$17.6M ﹤0.01%
864,094
+21,201
58 59
60
61 62