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
2326
$6.78M ﹤0.01%
220,398
+62,148
2327
$6.77M ﹤0.01%
140,771
+11,673
2328
$6.77M ﹤0.01%
426,885
-469,336
2329
$6.76M ﹤0.01%
93,956
-202,876
2330
$6.76M ﹤0.01%
323,233
-30,558
2331
$6.76M ﹤0.01%
125,702
-20,323
2332
$6.76M ﹤0.01%
965,706
+866,252
2333
$6.75M ﹤0.01%
104,056
+60,592
2334
$6.75M ﹤0.01%
122,835
+60,879
2335
$6.75M ﹤0.01%
218,774
+101,960
2336
$6.74M ﹤0.01%
496,887
+8,467
2337
$6.74M ﹤0.01%
203,896
+24,024
2338
$6.73M ﹤0.01%
1,419,396
-30,523
2339
$6.72M ﹤0.01%
132,558
-21,550
2340
$6.71M ﹤0.01%
789,831
+599,392
2341
$6.71M ﹤0.01%
84,441
-33,388
2342
$6.7M ﹤0.01%
135,967
-96,586
2343
$6.69M ﹤0.01%
99,748
-10,457
2344
$6.69M ﹤0.01%
344,245
+283,130
2345
$6.69M ﹤0.01%
638,752
-17,739
2346
$6.67M ﹤0.01%
47,341
+6,031
2347
$6.67M ﹤0.01%
189,022
-176,983
2348
$6.66M ﹤0.01%
81,022
+59,082
2349
$6.66M ﹤0.01%
150,053
-67,406
2350
$6.65M ﹤0.01%
1,594,808
-1,008,688
92 93
94
95 96