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
4326
$2.42M ﹤0.01%
131,340
-12,024
4327
$2.41M ﹤0.01%
49,374
-39,307
4328
$2.41M ﹤0.01%
45,487
-47,994
4329
$2.41M ﹤0.01%
83,625
+931
4330
$2.41M ﹤0.01%
33,521
+1,042
4331
$2.4M ﹤0.01%
27,526
+22,145
4332
$2.4M ﹤0.01%
85,011
+12,715
4333
$2.4M ﹤0.01%
84,006
-8,160
4334
$2.4M ﹤0.01%
127,155
-215,540
4335
$2.39M ﹤0.01%
50,980
-2,402
4336
$2.39M ﹤0.01%
515,950
-1,211,246
4337
$2.39M ﹤0.01%
30,893
-22,053
4338
$2.39M ﹤0.01%
24,895
+2,705
4339
$2.39M ﹤0.01%
18,395
-11,385
4340
$2.39M ﹤0.01%
94,025
+26,688
4341
$2.39M ﹤0.01%
50,022
-6,417
4342
$2.38M ﹤0.01%
78,072
-1,717
4343
$2.38M ﹤0.01%
113,149
-1,543
4344
$2.38M ﹤0.01%
2,380
-661
4345
$2.38M ﹤0.01%
148,547
-1,285
4346
$2.38M ﹤0.01%
359,510
+328,054
4347
$2.37M ﹤0.01%
86,124
-39,036
4348
$2.37M ﹤0.01%
38,717
-10,727
4349
$2.37M ﹤0.01%
22,396
+18,926
4350
$2.37M ﹤0.01%
245,996
-95,199
172 173
174
175 176