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
2301
$6.94M ﹤0.01%
196,316
-12,121
2302
$6.94M ﹤0.01%
1,126,153
+411,574
2303
$6.93M ﹤0.01%
535,814
+245,194
2304
$6.93M ﹤0.01%
139,792
-244,210
2305
$6.93M ﹤0.01%
244,361
+28,779
2306
$6.92M ﹤0.01%
115,246
-67,275
2307
$6.9M ﹤0.01%
410,479
-425,777
2308
$6.9M ﹤0.01%
136,291
-14,979
2309
$6.9M ﹤0.01%
539,525
+4,819
2310
$6.89M ﹤0.01%
310,556
+7,841
2311
$6.89M ﹤0.01%
140,101
+38,483
2312
$6.89M ﹤0.01%
308,007
-187,408
2313
$6.88M ﹤0.01%
418,858
-692,001
2314
$6.88M ﹤0.01%
168,770
-19,748
2315
$6.86M ﹤0.01%
365,412
-91,286
2316
$6.84M ﹤0.01%
109,561
+1,028
2317
$6.84M ﹤0.01%
133,305
+2,556
2318
$6.83M ﹤0.01%
149,953
-312,818
2319
$6.81M ﹤0.01%
955,305
+512,263
2320
$6.81M ﹤0.01%
168,142
-16,541
2321
$6.8M ﹤0.01%
624,203
+317,584
2322
$6.79M ﹤0.01%
470,809
+153,849
2323
$6.79M ﹤0.01%
129,427
-23,752
2324
$6.79M ﹤0.01%
514,773
+34,108
2325
$6.79M ﹤0.01%
425,812
-354,864
91 92
93
94 95