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
4476
$2.03M ﹤0.01%
158,375
-30,346
4477
$2.02M ﹤0.01%
192,865
+116,372
4478
$2.02M ﹤0.01%
351,485
+325,506
4479
$2.02M ﹤0.01%
494,916
-1,629,885
4480
$2.02M ﹤0.01%
59,552
+841
4481
$2.02M ﹤0.01%
185,852
-283
4482
$2.02M ﹤0.01%
16,167
+5
4483
$2.01M ﹤0.01%
73,548
+44,996
4484
$2.01M ﹤0.01%
30,010
-7,377
4485
$2.01M ﹤0.01%
1,367,017
4486
$2.01M ﹤0.01%
80,952
+4,675
4487
$2.01M ﹤0.01%
138,139
-2,791,394
4488
$2.01M ﹤0.01%
93,764
-68,046
4489
$2.01M ﹤0.01%
342,950
+80,378
4490
$2.01M ﹤0.01%
30,964
-1,551
4491
$2M ﹤0.01%
24,324
4492
$2M ﹤0.01%
124,761
+5,559
4493
$2M ﹤0.01%
246,362
+10,239
4494
$2M ﹤0.01%
8,630
+6,717
4495
$2M ﹤0.01%
77,153
+14,635
4496
$2M ﹤0.01%
1,288,339
+147,277
4497
$2M ﹤0.01%
17,350
-31,331
4498
$2M ﹤0.01%
127,227
+7,972
4499
$1.99M ﹤0.01%
147,542
+3,680
4500
$1.98M ﹤0.01%
142,789
-19,447
178 179
180
181 182