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
4751
$1.34M ﹤0.01%
30,222
-12,306
4752
$1.34M ﹤0.01%
41,757
+5,886
4753
$1.34M ﹤0.01%
4,577
+296
4754
$1.33M ﹤0.01%
17,651
-3,175
4755
$1.33M ﹤0.01%
84,444
-729
4756
$1.33M ﹤0.01%
137,995
+19,900
4757
$1.33M ﹤0.01%
274,010
-586,712
4758
$1.33M ﹤0.01%
26,144
-41,711
4759
$1.32M ﹤0.01%
206,297
-67,656
4760
$1.32M ﹤0.01%
194,129
+12,330
4761
$1.32M ﹤0.01%
178,552
+60,719
4762
$1.32M ﹤0.01%
83,249
-11,146
4763
$1.32M ﹤0.01%
122,458
-219,581
4764
$1.31M ﹤0.01%
199,852
-113,508
4765
$1.31M ﹤0.01%
96,887
+8,966
4766
$1.31M ﹤0.01%
9,652
+3,782
4767
$1.3M ﹤0.01%
42,195
-41,095
4768
$1.3M ﹤0.01%
2,897
+2,753
4769
$1.3M ﹤0.01%
118,410
-24,027
4770
$1.3M ﹤0.01%
54,853
+34,742
4771
$1.3M ﹤0.01%
5,853
+3,150
4772
$1.29M ﹤0.01%
133,068
-450
4773
$1.29M ﹤0.01%
185,541
+86,189
4774
$1.29M ﹤0.01%
7,489
-2,275
4775
$1.28M ﹤0.01%
106,837
-8,770
189 190
191
192 193