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
4026
$3.43M ﹤0.01%
158,025
+3,777
4027
$3.43M ﹤0.01%
96,518
-2,312
4028
$3.43M ﹤0.01%
285,709
-10,468
4029
$3.42M ﹤0.01%
41,720
-5,606
4030
$3.42M ﹤0.01%
544,656
+4,820
4031
$3.42M ﹤0.01%
142,735
+15,873
4032
$3.42M ﹤0.01%
484,820
-1,858
4033
$3.42M ﹤0.01%
197,203
+158,268
4034
$3.41M ﹤0.01%
130,047
-10,535
4035
$3.41M ﹤0.01%
58,183
+4,144
4036
$3.41M ﹤0.01%
249,252
+2,774
4037
$3.4M ﹤0.01%
120,665
-1,563
4038
$3.4M ﹤0.01%
266,685
+100,216
4039
$3.4M ﹤0.01%
44,650
-256
4040
$3.39M ﹤0.01%
731,242
+157,687
4041
$3.39M ﹤0.01%
199,864
-40,923
4042
$3.39M ﹤0.01%
329,081
-16,713
4043
$3.39M ﹤0.01%
245,053
+15,608
4044
$3.39M ﹤0.01%
302,672
+141,858
4045
$3.37M ﹤0.01%
121,209
-36,917
4046
$3.37M ﹤0.01%
1,136,988
+311,762
4047
$3.36M ﹤0.01%
11,110
+4,368
4048
$3.35M ﹤0.01%
40,701
-236
4049
$3.34M ﹤0.01%
169,351
-129,533
4050
$3.34M ﹤0.01%
162,818
-81,429
160 161
162
163 164