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
1676
$13.8M ﹤0.01%
1,224,913
-165,646
1677
$13.7M ﹤0.01%
305,122
-47,534
1678
$13.7M ﹤0.01%
267,564
+229,545
1679
$13.7M ﹤0.01%
288,148
+11,090
1680
$13.7M ﹤0.01%
308,111
-240,057
1681
$13.7M ﹤0.01%
462,459
+54,700
1682
$13.7M ﹤0.01%
123,795
+28,449
1683
$13.7M ﹤0.01%
862,211
+677,345
1684
$13.7M ﹤0.01%
366,874
+271,355
1685
$13.7M ﹤0.01%
237,585
+26,317
1686
$13.7M ﹤0.01%
482,946
-205,122
1687
$13.7M ﹤0.01%
245,278
+210,935
1688
$13.6M ﹤0.01%
976,800
+39,443
1689
$13.6M ﹤0.01%
774,650
+330,524
1690
$13.6M ﹤0.01%
145,487
-732
1691
$13.5M ﹤0.01%
578,773
-318,578
1692
$13.5M ﹤0.01%
228,486
+25,738
1693
$13.4M ﹤0.01%
243,560
+17,706
1694
$13.4M ﹤0.01%
129,811
+63,680
1695
$13.4M ﹤0.01%
1,500,475
-31,257
1696
$13.3M ﹤0.01%
1,436,580
+22,855
1697
$13.3M ﹤0.01%
621,412
+15,907
1698
$13.3M ﹤0.01%
760,618
+53,787
1699
$13.3M ﹤0.01%
406,455
+18,758
1700
$13.3M ﹤0.01%
457,437
-5,154
66 67
68
69 70