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
4851
$1.15M ﹤0.01%
158,414
+2,503
4852
$1.14M ﹤0.01%
191,016
-5,620
4853
$1.14M ﹤0.01%
352,737
-373,831
4854
$1.14M ﹤0.01%
93,320
+83,025
4855
$1.14M ﹤0.01%
33,975
+5,631
4856
$1.14M ﹤0.01%
98,950
-270
4857
$1.14M ﹤0.01%
26,610
+16,769
4858
$1.13M ﹤0.01%
10,541
-5,809
4859
$1.13M ﹤0.01%
20,428
+1,274
4860
$1.13M ﹤0.01%
37,889
-30,439
4861
$1.13M ﹤0.01%
219,383
-41,265
4862
$1.13M ﹤0.01%
41,949
-5,080
4863
$1.12M ﹤0.01%
94,343
+851
4864
$1.12M ﹤0.01%
254,467
+205
4865
$1.12M ﹤0.01%
30,153
-3,396
4866
$1.12M ﹤0.01%
+10,886
4867
$1.11M ﹤0.01%
35,117
-7,074
4868
$1.11M ﹤0.01%
115,271
+114,021
4869
$1.11M ﹤0.01%
113,119
-25,662
4870
$1.11M ﹤0.01%
25,797
-24,549
4871
$1.11M ﹤0.01%
13,455
+3,906
4872
$1.11M ﹤0.01%
24,623
+12,653
4873
$1.11M ﹤0.01%
79,520
+6,162
4874
$1.1M ﹤0.01%
129,377
-27,203
4875
$1.1M ﹤0.01%
74,259
-137,441
193 194
195
196 197