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
4726
$1.39M ﹤0.01%
38,232
+23,702
4727
$1.39M ﹤0.01%
277,946
+60,409
4728
$1.39M ﹤0.01%
41,347
+2,665
4729
$1.39M ﹤0.01%
19,320
-492
4730
$1.38M ﹤0.01%
9,694
-352
4731
$1.38M ﹤0.01%
+11,593
4732
$1.37M ﹤0.01%
109,045
+6,940
4733
$1.37M ﹤0.01%
202,684
-81,618
4734
$1.37M ﹤0.01%
26,502
+10,245
4735
$1.37M ﹤0.01%
27,586
-13,873
4736
$1.37M ﹤0.01%
55,123
-611
4737
$1.37M ﹤0.01%
45,712
+29,568
4738
$1.37M ﹤0.01%
190,599
-20,172
4739
$1.36M ﹤0.01%
109,729
+8,980
4740
$1.36M ﹤0.01%
213,017
+49,006
4741
$1.36M ﹤0.01%
94,678
+19,091
4742
$1.36M ﹤0.01%
148,599
+40,973
4743
$1.36M ﹤0.01%
2,358
+343
4744
$1.36M ﹤0.01%
102,000
-126,224
4745
$1.35M ﹤0.01%
28,425
+23,485
4746
$1.35M ﹤0.01%
+108,941
4747
$1.35M ﹤0.01%
108,624
-46,550
4748
$1.35M ﹤0.01%
73,238
-109,087
4749
$1.34M ﹤0.01%
52,548
-1,701
4750
$1.34M ﹤0.01%
42,712
+3,020
188 189
190
191 192