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
4201
$2.84M ﹤0.01%
135,640
-36,733
4202
$2.84M ﹤0.01%
166,139
-221,922
4203
$2.84M ﹤0.01%
273,785
+4,540
4204
$2.84M ﹤0.01%
101,575
+1,247
4205
$2.84M ﹤0.01%
130,560
+85,371
4206
$2.83M ﹤0.01%
94,066
+10,928
4207
$2.83M ﹤0.01%
373,314
+167,968
4208
$2.83M ﹤0.01%
73,300
+279
4209
$2.83M ﹤0.01%
167,997
+74,707
4210
$2.82M ﹤0.01%
726,740
-943
4211
$2.81M ﹤0.01%
138,436
-225,428
4212
$2.81M ﹤0.01%
247,260
-78
4213
$2.8M ﹤0.01%
594,634
-111,370
4214
$2.79M ﹤0.01%
61,313
-3,770
4215
$2.79M ﹤0.01%
61,262
-2,145
4216
$2.79M ﹤0.01%
76,757
-52,577
4217
$2.79M ﹤0.01%
161,332
+13,737
4218
$2.78M ﹤0.01%
72,404
+34,070
4219
$2.78M ﹤0.01%
435,111
+32,638
4220
$2.77M ﹤0.01%
202,439
+2,174
4221
$2.77M ﹤0.01%
212,327
+53,342
4222
$2.77M ﹤0.01%
57,904
-39,847
4223
$2.76M ﹤0.01%
222,501
-23,201
4224
$2.76M ﹤0.01%
184,781
+9,342
4225
$2.75M ﹤0.01%
1,369,127
+1,003,454
167 168
169
170 171