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
$742B
AUM Growth
-$15.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,325
New
Increased
Reduced
Closed

Top Buys

1
+$1.83B
2
+$1.63B
3
+$1.46B
4
ABNB icon
Airbnb
ABNB
+$774M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$620M

Top Sells

1
+$2.32B
2
+$1.39B
3
+$1.24B
4
BABA icon
Alibaba
BABA
+$1.16B
5
AMZN icon
Amazon
AMZN
+$1.05B

Sector Composition

1 Technology 20.4%
2 Healthcare 9.82%
3 Financials 9.22%
4 Consumer Discretionary 8.85%
5 Communication Services 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3026
$8.84M ﹤0.01%
511,288
+139,170
3027
$8.84M ﹤0.01%
298,371
-18,289
3028
$8.84M ﹤0.01%
199,157
+32,848
3029
$8.84M ﹤0.01%
178,274
+830
3030
$8.83M ﹤0.01%
69,147
+14,874
3031
$8.82M ﹤0.01%
207,024
-30,709
3032
$8.81M ﹤0.01%
133,367
-59,310
3033
$8.81M ﹤0.01%
400,510
-80,847
3034
$8.81M ﹤0.01%
116,087
-50,057
3035
$8.76M ﹤0.01%
727,909
-24,306
3036
$8.73M ﹤0.01%
116,546
+1,016
3037
$8.72M ﹤0.01%
3,858,314
-499,830
3038
$8.7M ﹤0.01%
2,834,952
-3,191,097
3039
$8.7M ﹤0.01%
390,862
+49,192
3040
$8.69M ﹤0.01%
350,439
-1,251
3041
$8.69M ﹤0.01%
142,356
+5,568
3042
$8.68M ﹤0.01%
107,096
-160,750
3043
$8.68M ﹤0.01%
1,511,449
+100,383
3044
$8.67M ﹤0.01%
416,941
-6,407
3045
$8.67M ﹤0.01%
736,266
+13,462
3046
$8.67M ﹤0.01%
125,702
+30,749
3047
$8.66M ﹤0.01%
71,003
+3,459
3048
$8.66M ﹤0.01%
266,433
+38,305
3049
$8.66M ﹤0.01%
528,255
-258,782
3050
$8.65M ﹤0.01%
444,154
+90,705
120 121
122
123 124