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
2026
$9.28M ﹤0.01%
143,818
+114,266
2027
$9.27M ﹤0.01%
191,101
+11,394
2028
$9.26M ﹤0.01%
125,018
+70,320
2029
$9.24M ﹤0.01%
380,757
+11,190
2030
$9.24M ﹤0.01%
541,364
+87,745
2031
$9.23M ﹤0.01%
314,919
+28,604
2032
$9.23M ﹤0.01%
165,566
-8,398
2033
$9.22M ﹤0.01%
301,485
-34,033
2034
$9.22M ﹤0.01%
260,102
-49,758
2035
$9.2M ﹤0.01%
253,511
-12,856
2036
$9.2M ﹤0.01%
637,242
+13,679
2037
$9.18M ﹤0.01%
212,467
2038
$9.17M ﹤0.01%
1,395,893
-1,354,766
2039
$9.15M ﹤0.01%
656,418
+296,545
2040
$9.15M ﹤0.01%
1,861,565
+98,953
2041
$9.15M ﹤0.01%
385,439
-158,575
2042
$9.14M ﹤0.01%
729,067
+49,038
2043
$9.11M ﹤0.01%
96,081
-348
2044
$9.11M ﹤0.01%
707,112
-33,780
2045
$9.09M ﹤0.01%
450,047
-52,719
2046
$9.08M ﹤0.01%
78,943
-5,957
2047
$9.06M ﹤0.01%
255,635
-65,487
2048
$9.04M ﹤0.01%
181,601
+52,275
2049
$9.01M ﹤0.01%
693,980
+72,873
2050
$8.93M ﹤0.01%
145,350
+4,419
80 81
82
83 84