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
4351
$2.37M ﹤0.01%
+100,000
4352
$2.37M ﹤0.01%
32,153
+15,900
4353
$2.37M ﹤0.01%
+49,420
4354
$2.37M ﹤0.01%
27,862
-2,902
4355
$2.37M ﹤0.01%
113,529
-93,918
4356
$2.37M ﹤0.01%
127,856
-12,920
4357
$2.36M ﹤0.01%
+100,000
4358
$2.36M ﹤0.01%
92,872
-2,758
4359
$2.35M ﹤0.01%
111,970
-3,704
4360
$2.35M ﹤0.01%
26,171
-1,007
4361
$2.35M ﹤0.01%
333,609
-96,861
4362
$2.34M ﹤0.01%
173,671
-27,562
4363
$2.34M ﹤0.01%
192,179
+18,338
4364
$2.34M ﹤0.01%
49,660
-320
4365
$2.33M ﹤0.01%
93,744
+3,669
4366
$2.33M ﹤0.01%
125,094
+88,984
4367
$2.32M ﹤0.01%
+100,000
4368
$2.32M ﹤0.01%
49,092
-4,716
4369
$2.32M ﹤0.01%
23,817
-32,099
4370
$2.31M ﹤0.01%
102,283
-3,061
4371
$2.31M ﹤0.01%
9,114
-4,703
4372
$2.3M ﹤0.01%
84,857
-164,670
4373
$2.3M ﹤0.01%
28,737
+2,319
4374
$2.3M ﹤0.01%
112,192
-630
4375
$2.29M ﹤0.01%
38,405
+8,018
173 174
175
176 177