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
4976
$925K ﹤0.01%
68,723
+9,362
4977
$924K ﹤0.01%
30,148
-373
4978
$924K ﹤0.01%
302,031
+272,760
4979
$924K ﹤0.01%
8,016
+3,625
4980
$922K ﹤0.01%
324,817
+25,972
4981
$921K ﹤0.01%
38,054
+9,879
4982
$920K ﹤0.01%
13,673
+11,774
4983
$917K ﹤0.01%
96,400
+6,036
4984
$914K ﹤0.01%
18,930
+1,134
4985
$913K ﹤0.01%
9,773
-7
4986
$912K ﹤0.01%
113,981
-382,828
4987
$912K ﹤0.01%
19,157
-20,998
4988
$912K ﹤0.01%
134,361
+3,419
4989
$911K ﹤0.01%
76,718
-16,392
4990
$906K ﹤0.01%
229,303
-2,430
4991
$905K ﹤0.01%
73,307
+50,115
4992
$904K ﹤0.01%
8,061
+5
4993
$904K ﹤0.01%
58,300
-73
4994
$903K ﹤0.01%
31,434
+19,995
4995
$902K ﹤0.01%
160,348
-1,022,663
4996
$901K ﹤0.01%
35,619
-54,863
4997
$901K ﹤0.01%
148,657
-58,409
4998
$898K ﹤0.01%
44,533
-48,454
4999
$898K ﹤0.01%
14,543
-1,667
5000
$897K ﹤0.01%
230,833
+141,645
198 199
200
201 202