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
4251
$2.68M ﹤0.01%
50
4252
$2.68M ﹤0.01%
150,450
+147,800
4253
$2.67M ﹤0.01%
173,055
-7,399
4254
$2.67M ﹤0.01%
517,186
-267,800
4255
$2.67M ﹤0.01%
290,380
+226,816
4256
$2.67M ﹤0.01%
83,238
-548
4257
$2.67M ﹤0.01%
127,209
+12,229
4258
$2.67M ﹤0.01%
68,768
-7,776
4259
$2.66M ﹤0.01%
37,932
+2,416
4260
$2.65M ﹤0.01%
15,180
-6,523
4261
$2.65M ﹤0.01%
425,067
+12,450
4262
$2.65M ﹤0.01%
54,965
+144
4263
$2.64M ﹤0.01%
239,023
+6,174
4264
$2.64M ﹤0.01%
446,114
+29,039
4265
$2.64M ﹤0.01%
144,880
-141,164
4266
$2.64M ﹤0.01%
120,005
+37,339
4267
$2.64M ﹤0.01%
331,740
+65,805
4268
$2.63M ﹤0.01%
41,847
-166,261
4269
$2.63M ﹤0.01%
134,197
-12,952
4270
$2.63M ﹤0.01%
113,625
+5,183
4271
$2.62M ﹤0.01%
209,665
+15,418
4272
$2.61M ﹤0.01%
86,162
+68,691
4273
$2.61M ﹤0.01%
164,645
+9,302
4274
$2.61M ﹤0.01%
63,587
+3,079
4275
$2.61M ﹤0.01%
81,871
+5,217
169 170
171
172 173