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
4776
$1.28M ﹤0.01%
26,580
-947
4777
$1.28M ﹤0.01%
332,774
-21,547
4778
$1.28M ﹤0.01%
57,342
+38,356
4779
$1.28M ﹤0.01%
57,249
-32,354
4780
$1.27M ﹤0.01%
51,585
-100,950
4781
$1.26M ﹤0.01%
193,045
-85,219
4782
$1.26M ﹤0.01%
+52,756
4783
$1.26M ﹤0.01%
368,291
+75,265
4784
$1.26M ﹤0.01%
294,684
-418,667
4785
$1.26M ﹤0.01%
33,232
-336
4786
$1.25M ﹤0.01%
68,802
-84,621
4787
$1.25M ﹤0.01%
38,044
-22,075
4788
$1.25M ﹤0.01%
7,967
+6,225
4789
$1.25M ﹤0.01%
+108,831
4790
$1.25M ﹤0.01%
+80,748
4791
$1.24M ﹤0.01%
118,008
-7,736
4792
$1.24M ﹤0.01%
35,115
+2,679
4793
$1.24M ﹤0.01%
27,432
-69,186
4794
$1.24M ﹤0.01%
14,197
+12,907
4795
$1.23M ﹤0.01%
244,791
-1,000,422
4796
$1.23M ﹤0.01%
66,835
-23,199
4797
$1.23M ﹤0.01%
22,293
+4,154
4798
$1.23M ﹤0.01%
47,329
+1,752
4799
$1.23M ﹤0.01%
108,240
-370
4800
$1.22M ﹤0.01%
40,892
-23,369
190 191
192
193 194