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
4951
$961K ﹤0.01%
29,702
+619
4952
$960K ﹤0.01%
69,237
+5,204
4953
$958K ﹤0.01%
51,907
-4,691
4954
$957K ﹤0.01%
215,219
-8,525
4955
$957K ﹤0.01%
46,689
-9,760
4956
$954K ﹤0.01%
16,620
+15,484
4957
$953K ﹤0.01%
62,594
-15,736
4958
$950K ﹤0.01%
221,184
-70,597
4959
$950K ﹤0.01%
25,723
+271
4960
$948K ﹤0.01%
223,230
+219,182
4961
$946K ﹤0.01%
204,434
+54,907
4962
$946K ﹤0.01%
60,358
+18
4963
$945K ﹤0.01%
9,248
-41,741
4964
$944K ﹤0.01%
143,962
+88,810
4965
$944K ﹤0.01%
1,355
-716
4966
$943K ﹤0.01%
104,812
-17,266
4967
$943K ﹤0.01%
1,045,481
4968
$942K ﹤0.01%
110,869
-28,331
4969
$942K ﹤0.01%
124,248
+116,614
4970
$934K ﹤0.01%
40,203
-5,969
4971
$933K ﹤0.01%
58,354
-581
4972
$932K ﹤0.01%
593,773
+73,195
4973
$930K ﹤0.01%
132,216
-5,205
4974
$930K ﹤0.01%
111,070
-273,802
4975
$929K ﹤0.01%
130,885
-130,201
197 198
199
200 201