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
4376
$2.29M ﹤0.01%
111,221
-113,721
4377
$2.29M ﹤0.01%
87,352
-45,376
4378
$2.29M ﹤0.01%
77,065
-19,565
4379
$2.28M ﹤0.01%
317,800
-186,156
4380
$2.28M ﹤0.01%
36,403
+3,362
4381
$2.28M ﹤0.01%
622,860
-30,580
4382
$2.27M ﹤0.01%
61,365
+7,469
4383
$2.27M ﹤0.01%
361,668
-452,542
4384
$2.27M ﹤0.01%
51,534
+335
4385
$2.27M ﹤0.01%
23,829
-366
4386
$2.25M ﹤0.01%
145,015
+3,855
4387
$2.25M ﹤0.01%
166,903
-4,797
4388
$2.25M ﹤0.01%
462,750
+7,250
4389
$2.24M ﹤0.01%
367,295
-118,112
4390
$2.24M ﹤0.01%
192,977
+24,450
4391
$2.24M ﹤0.01%
63,084
-41,736
4392
$2.24M ﹤0.01%
279,526
+5,822
4393
$2.23M ﹤0.01%
259,847
+35,445
4394
$2.23M ﹤0.01%
124,723
+1,861
4395
$2.22M ﹤0.01%
218,838
+56,305
4396
$2.21M ﹤0.01%
106,841
+102,963
4397
$2.21M ﹤0.01%
45,122
+9,728
4398
$2.21M ﹤0.01%
20,883
-138,648
4399
$2.2M ﹤0.01%
182,627
+7,647
4400
$2.2M ﹤0.01%
191,525
+17,631
174 175
176
177 178