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
1501
$17.6M ﹤0.01%
316,786
-104,422
1502
$17.6M ﹤0.01%
172,549
-19,566
1503
$17.6M ﹤0.01%
256,902
-104,656
1504
$17.6M ﹤0.01%
459,822
+10,560
1505
$17.6M ﹤0.01%
346,453
+153,212
1506
$17.6M ﹤0.01%
1,064,988
+172,323
1507
$17.5M ﹤0.01%
429,600
+84,072
1508
$17.5M ﹤0.01%
582,296
-375,374
1509
$17.4M ﹤0.01%
2,220,172
+438,129
1510
$17.4M ﹤0.01%
1,356,104
+928,824
1511
$17.3M ﹤0.01%
739,650
-66,181
1512
$17.3M ﹤0.01%
508,902
+1,753
1513
$17.3M ﹤0.01%
146,977
+8,576
1514
$17.3M ﹤0.01%
124,513
+74,716
1515
$17.2M ﹤0.01%
293,274
+118,303
1516
$17.2M ﹤0.01%
393,172
-6,272
1517
$17.1M ﹤0.01%
353,190
-77,724
1518
$17M ﹤0.01%
636,368
-606,876
1519
$17M ﹤0.01%
562,568
+126,965
1520
$17M ﹤0.01%
517,687
+343,298
1521
$17M ﹤0.01%
1,286,984
-49,957
1522
$17M ﹤0.01%
795,375
-282,341
1523
$17M ﹤0.01%
1,544,100
+42,808
1524
$16.9M ﹤0.01%
1,644,686
-797,728
1525
$16.9M ﹤0.01%
264,914
-190,891
59 60
61
62 63