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
4051
$3.34M ﹤0.01%
7,325
+1,076
4052
$3.34M ﹤0.01%
65,941
-136,111
4053
$3.34M ﹤0.01%
161,331
-238,387
4054
$3.34M ﹤0.01%
466,185
-78,221
4055
$3.32M ﹤0.01%
68,481
+2,470
4056
$3.32M ﹤0.01%
229,716
-13,244
4057
$3.31M ﹤0.01%
191,423
-60,868
4058
$3.31M ﹤0.01%
77,236
-3,989
4059
$3.3M ﹤0.01%
40,939
-190,563
4060
$3.3M ﹤0.01%
315,398
+72,419
4061
$3.29M ﹤0.01%
86,588
-16,865
4062
$3.29M ﹤0.01%
31,179
-2,938
4063
$3.29M ﹤0.01%
238,730
-86,424
4064
$3.29M ﹤0.01%
167,544
+14,034
4065
$3.29M ﹤0.01%
562,689
+127,994
4066
$3.29M ﹤0.01%
114,179
-66,206
4067
$3.28M ﹤0.01%
85,394
+40,431
4068
$3.27M ﹤0.01%
127,103
+54
4069
$3.27M ﹤0.01%
302,940
-3,479
4070
$3.26M ﹤0.01%
248,743
-25,293
4071
$3.26M ﹤0.01%
239,293
+12,597
4072
$3.26M ﹤0.01%
92,821
+54,144
4073
$3.25M ﹤0.01%
200,957
+30,404
4074
$3.25M ﹤0.01%
5,747
+1,068
4075
$3.25M ﹤0.01%
68,240
+10,931
161 162
163
164 165