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
4551
$1.83M ﹤0.01%
4,376
+3,350
4552
$1.83M ﹤0.01%
79,342
-5,558
4553
$1.82M ﹤0.01%
55,485
-87,030
4554
$1.82M ﹤0.01%
46,062
+2,892
4555
$1.82M ﹤0.01%
165,311
+2,411
4556
$1.82M ﹤0.01%
106,273
+13,129
4557
$1.82M ﹤0.01%
488,389
+153,728
4558
$1.81M ﹤0.01%
429,546
+1,437
4559
$1.81M ﹤0.01%
38,295
-746
4560
$1.8M ﹤0.01%
582,509
-26,664
4561
$1.8M ﹤0.01%
24,724
+2,453
4562
$1.79M ﹤0.01%
152,621
-5,386
4563
$1.79M ﹤0.01%
86,044
-61,763
4564
$1.79M ﹤0.01%
+102,269
4565
$1.79M ﹤0.01%
+16,250
4566
$1.78M ﹤0.01%
283,086
4567
$1.78M ﹤0.01%
+4,901
4568
$1.78M ﹤0.01%
99,240
+10,206
4569
$1.78M ﹤0.01%
253,528
-25,154
4570
$1.77M ﹤0.01%
233,375
+43,664
4571
$1.77M ﹤0.01%
197,442
+29,740
4572
$1.77M ﹤0.01%
23,890
-995
4573
$1.77M ﹤0.01%
210,830
+132,627
4574
$1.77M ﹤0.01%
22,603
-210
4575
$1.76M ﹤0.01%
135,644
+25,196
181 182
183
184 185