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
4151
$3.01M ﹤0.01%
69,603
-7,745
4152
$3.01M ﹤0.01%
2,280,023
+2,082,527
4153
$3M ﹤0.01%
468,522
-238,935
4154
$3M ﹤0.01%
45,705
+32,929
4155
$3M ﹤0.01%
142,748
-24,027
4156
$2.99M ﹤0.01%
+69,118
4157
$2.99M ﹤0.01%
115,301
+1,514
4158
$2.99M ﹤0.01%
168,519
+16,492
4159
$2.99M ﹤0.01%
37,760
-8,796
4160
$2.99M ﹤0.01%
175,433
+8,290
4161
$2.99M ﹤0.01%
45,418
+352
4162
$2.99M ﹤0.01%
142,213
+52,482
4163
$2.98M ﹤0.01%
41,615
-31,581
4164
$2.98M ﹤0.01%
103,870
+8,920
4165
$2.97M ﹤0.01%
53,194
+24,370
4166
$2.97M ﹤0.01%
44,342
-12,604
4167
$2.97M ﹤0.01%
167,434
+69,617
4168
$2.97M ﹤0.01%
59,293
+12,422
4169
$2.96M ﹤0.01%
39,706
-66,385
4170
$2.96M ﹤0.01%
566,740
-1,542,551
4171
$2.96M ﹤0.01%
442,317
+8,167
4172
$2.96M ﹤0.01%
63,477
-17,693
4173
$2.95M ﹤0.01%
18,871
+7,655
4174
$2.95M ﹤0.01%
2,122,330
-120,150
4175
$2.95M ﹤0.01%
34,564
-5,464
165 166
167
168 169