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
5051
$824K ﹤0.01%
37,957
+15,806
5052
$824K ﹤0.01%
62,123
-60,684
5053
$823K ﹤0.01%
202,299
-122,776
5054
$823K ﹤0.01%
11,851
+49
5055
$823K ﹤0.01%
139,058
-155
5056
$823K ﹤0.01%
49,800
+44,975
5057
$823K ﹤0.01%
34,610
+4,512
5058
$822K ﹤0.01%
26,383
-42,687
5059
$821K ﹤0.01%
45,963
+7,536
5060
$820K ﹤0.01%
77,028
+1,115
5061
$820K ﹤0.01%
41,890
+9,917
5062
$816K ﹤0.01%
431,594
-6,072
5063
$816K ﹤0.01%
80,699
+62,430
5064
$815K ﹤0.01%
65,993
+18,671
5065
$813K ﹤0.01%
3,864
+213
5066
$811K ﹤0.01%
69,872
+7,319
5067
$809K ﹤0.01%
29,380
+4,719
5068
$809K ﹤0.01%
2,581
-3,042
5069
$809K ﹤0.01%
6,204
-711
5070
$808K ﹤0.01%
31,774
-4,896
5071
$805K ﹤0.01%
379,896
+87,871
5072
$805K ﹤0.01%
15,002
+8,663
5073
$802K ﹤0.01%
6,134
+1,678
5074
$800K ﹤0.01%
+31,361
5075
$800K ﹤0.01%
388,807
-639,153
201 202
203
204 205