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
4401
$2.2M ﹤0.01%
26,393
+12,669
4402
$2.2M ﹤0.01%
42,125
+196
4403
$2.2M ﹤0.01%
50,318
-15,209
4404
$2.2M ﹤0.01%
59,842
+43,152
4405
$2.19M ﹤0.01%
88,613
+7,426
4406
$2.19M ﹤0.01%
184,800
-738,642
4407
$2.19M ﹤0.01%
112,318
-5,515
4408
$2.19M ﹤0.01%
136,296
+3,507
4409
$2.18M ﹤0.01%
76,638
-149
4410
$2.18M ﹤0.01%
101,234
+41,162
4411
$2.18M ﹤0.01%
56,202
-19,676
4412
$2.18M ﹤0.01%
187,499
+15,177
4413
$2.18M ﹤0.01%
93,089
-60,242
4414
$2.17M ﹤0.01%
115,584
-217,131
4415
$2.17M ﹤0.01%
75,865
+8,891
4416
$2.16M ﹤0.01%
9,455
+2,506
4417
$2.16M ﹤0.01%
340,194
+29,540
4418
$2.16M ﹤0.01%
85,242
+69,348
4419
$2.16M ﹤0.01%
88,776
-1,652
4420
$2.16M ﹤0.01%
11,920
+3,679
4421
$2.15M ﹤0.01%
892,107
+160,827
4422
$2.14M ﹤0.01%
74,200
+1,642
4423
$2.14M ﹤0.01%
41,029
-2,811
4424
$2.14M ﹤0.01%
55,346
-15,853
4425
$2.14M ﹤0.01%
422,822
+251,562
175 176
177
178 179