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
4126
$3.07M ﹤0.01%
500,147
+460,047
4127
$3.07M ﹤0.01%
193,813
+11,819
4128
$3.07M ﹤0.01%
202,059
+13,069
4129
$3.06M ﹤0.01%
143,224
-175,247
4130
$3.05M ﹤0.01%
71,172
+1,113
4131
$3.05M ﹤0.01%
80,823
+15,224
4132
$3.05M ﹤0.01%
138,586
-212,961
4133
$3.05M ﹤0.01%
53,823
-39,787
4134
$3.04M ﹤0.01%
303,911
+20,157
4135
$3.04M ﹤0.01%
197,024
+6,155
4136
$3.04M ﹤0.01%
2,285,075
+423,256
4137
$3.04M ﹤0.01%
115,035
+7,956
4138
$3.04M ﹤0.01%
65,114
+8,513
4139
$3.04M ﹤0.01%
326,220
-159,726
4140
$3.04M ﹤0.01%
132,910
+58,898
4141
$3.04M ﹤0.01%
146,278
+4,014
4142
$3.03M ﹤0.01%
78,133
-47,629
4143
$3.03M ﹤0.01%
122,837
+20,654
4144
$3.02M ﹤0.01%
246,800
-12,692
4145
$3.02M ﹤0.01%
36,928
-5,570
4146
$3.02M ﹤0.01%
126,508
-320,516
4147
$3.02M ﹤0.01%
600,344
-26,753
4148
$3.02M ﹤0.01%
100,965
+4,235
4149
$3.02M ﹤0.01%
161,027
-20,484
4150
$3.01M ﹤0.01%
186,587
+168,763
164 165
166
167 168