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
4576
$1.75M ﹤0.01%
87,904
+3,901
4577
$1.75M ﹤0.01%
584,005
-142,679
4578
$1.74M ﹤0.01%
51,652
-15,330
4579
$1.74M ﹤0.01%
33,234
-10,217
4580
$1.73M ﹤0.01%
334,971
-1,953,560
4581
$1.73M ﹤0.01%
470,651
-230,808
4582
$1.72M ﹤0.01%
114,117
+72,400
4583
$1.72M ﹤0.01%
68,437
-467
4584
$1.72M ﹤0.01%
292,129
-21,187
4585
$1.72M ﹤0.01%
6,303
-673
4586
$1.72M ﹤0.01%
122,805
+74,106
4587
$1.72M ﹤0.01%
123,151
+12,649
4588
$1.72M ﹤0.01%
76,896
+31,817
4589
$1.71M ﹤0.01%
213,384
-161,313
4590
$1.71M ﹤0.01%
100,665
-2,808
4591
$1.71M ﹤0.01%
367,688
+64,063
4592
$1.71M ﹤0.01%
35,438
-2,371
4593
$1.71M ﹤0.01%
120,842
-232,999
4594
$1.71M ﹤0.01%
44,484
-84,272
4595
$1.7M ﹤0.01%
38,526
+9,525
4596
$1.7M ﹤0.01%
8,410
+7,249
4597
$1.7M ﹤0.01%
90,868
+29,046
4598
$1.7M ﹤0.01%
69,686
+41,242
4599
$1.69M ﹤0.01%
125,301
+173
4600
$1.69M ﹤0.01%
184,868
+169,369
182 183
184
185 186