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
4426
$2.14M ﹤0.01%
111,554
-45,616
4427
$2.14M ﹤0.01%
236,170
+15,465
4428
$2.13M ﹤0.01%
70,564
+1,789
4429
$2.13M ﹤0.01%
94,958
-145,098
4430
$2.13M ﹤0.01%
75,981
+3,921
4431
$2.13M ﹤0.01%
38
+35
4432
$2.13M ﹤0.01%
85,928
+41,867
4433
$2.12M ﹤0.01%
84,307
-37,327
4434
$2.12M ﹤0.01%
90,061
+32,056
4435
$2.11M ﹤0.01%
72,683
-312,284
4436
$2.11M ﹤0.01%
28,757
-6,997
4437
$2.11M ﹤0.01%
281,722
-144,842
4438
$2.11M ﹤0.01%
162,081
+32,849
4439
$2.11M ﹤0.01%
54,105
-14,339
4440
$2.1M ﹤0.01%
152,838
-129,439
4441
$2.1M ﹤0.01%
101,030
+40,159
4442
$2.09M ﹤0.01%
+93,901
4443
$2.09M ﹤0.01%
126,459
-50,199
4444
$2.09M ﹤0.01%
24,432
-16,165
4445
$2.09M ﹤0.01%
220,572
-189,959
4446
$2.09M ﹤0.01%
92,086
-128,329
4447
$2.09M ﹤0.01%
700,000
4448
$2.08M ﹤0.01%
164,858
-87,666
4449
$2.08M ﹤0.01%
681,427
-404,774
4450
$2.08M ﹤0.01%
97,813
+71,615
176 177
178
179 180