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
2276
$7.13M ﹤0.01%
191,082
-114,261
2277
$7.13M ﹤0.01%
331,550
-446,855
2278
$7.13M ﹤0.01%
954,100
-39,544
2279
$7.12M ﹤0.01%
148,295
-58,883
2280
$7.12M ﹤0.01%
152,262
-49,977
2281
$7.11M ﹤0.01%
27,630
+27,005
2282
$7.11M ﹤0.01%
1,366,742
+549
2283
$7.09M ﹤0.01%
363,606
+124,517
2284
$7.09M ﹤0.01%
738,798
+136,357
2285
$7.09M ﹤0.01%
227,337
+90,163
2286
$7.08M ﹤0.01%
197,948
-28,337
2287
$7.07M ﹤0.01%
105,350
-12,390
2288
$7.06M ﹤0.01%
90,615
-3,290
2289
$7.06M ﹤0.01%
+138,272
2290
$7.03M ﹤0.01%
310,383
+5,980
2291
$7.02M ﹤0.01%
119,582
+7,893
2292
$7.02M ﹤0.01%
337,962
-343,899
2293
$7.01M ﹤0.01%
258,209
-552,269
2294
$7.01M ﹤0.01%
283,797
-477,942
2295
$7M ﹤0.01%
788,110
+11,045
2296
$6.99M ﹤0.01%
732,236
-648,497
2297
$6.97M ﹤0.01%
94,939
-124,996
2298
$6.97M ﹤0.01%
203,097
-56,234
2299
$6.96M ﹤0.01%
515,686
-75,856
2300
$6.96M ﹤0.01%
188,880
+34,180
90 91
92
93 94