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
4501
$1.98M ﹤0.01%
47,271
+14,554
4502
$1.98M ﹤0.01%
111,900
-99,730
4503
$1.98M ﹤0.01%
283,315
-18,856
4504
$1.97M ﹤0.01%
65,556
-91,709
4505
$1.97M ﹤0.01%
169,485
-17,510
4506
$1.97M ﹤0.01%
116,520
+16,233
4507
$1.97M ﹤0.01%
281,450
+12,572
4508
$1.97M ﹤0.01%
20,974
-8,509
4509
$1.96M ﹤0.01%
96,317
+22,381
4510
$1.96M ﹤0.01%
235,013
-5,428
4511
$1.95M ﹤0.01%
5,137
+12
4512
$1.95M ﹤0.01%
71,946
-89,729
4513
$1.94M ﹤0.01%
40,621
-40
4514
$1.93M ﹤0.01%
161,956
+160,041
4515
$1.93M ﹤0.01%
39,096
-6,396
4516
$1.93M ﹤0.01%
+50,000
4517
$1.92M ﹤0.01%
206,232
-45,350
4518
$1.91M ﹤0.01%
289,501
+70,376
4519
$1.91M ﹤0.01%
132,686
-9,926
4520
$1.9M ﹤0.01%
70,457
-5,650
4521
$1.9M ﹤0.01%
32,625
-27,058
4522
$1.9M ﹤0.01%
470,422
+140,222
4523
$1.9M ﹤0.01%
1,758
-518
4524
$1.9M ﹤0.01%
97,814
-41,983
4525
$1.89M ﹤0.01%
105,368
+83,159
179 180
181
182 183