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
4226
$2.75M ﹤0.01%
344,776
+3,316
4227
$2.75M ﹤0.01%
71,753
+13,216
4228
$2.75M ﹤0.01%
99,983
-426,435
4229
$2.75M ﹤0.01%
110,576
+42,951
4230
$2.74M ﹤0.01%
+201,909
4231
$2.73M ﹤0.01%
27,124
+5,159
4232
$2.73M ﹤0.01%
120,775
+27,500
4233
$2.73M ﹤0.01%
117,682
-3,745
4234
$2.73M ﹤0.01%
278,281
-9,355
4235
$2.73M ﹤0.01%
112,609
+83,327
4236
$2.73M ﹤0.01%
181,131
+33,674
4237
$2.73M ﹤0.01%
141,753
-31,883
4238
$2.72M ﹤0.01%
88,993
+2,589
4239
$2.71M ﹤0.01%
77,697
-11,764
4240
$2.71M ﹤0.01%
60,725
-57,688
4241
$2.71M ﹤0.01%
105,699
-4,192
4242
$2.71M ﹤0.01%
106,868
+68,907
4243
$2.7M ﹤0.01%
203,607
+28,268
4244
$2.7M ﹤0.01%
55,146
-36,119
4245
$2.69M ﹤0.01%
92,406
-6,566
4246
$2.69M ﹤0.01%
65,511
+10,324
4247
$2.69M ﹤0.01%
234,972
+37,842
4248
$2.69M ﹤0.01%
40,403
-13,479
4249
$2.68M ﹤0.01%
205,466
-241,140
4250
$2.68M ﹤0.01%
29,961
-9,724
168 169
170
171 172