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
5101
$773K ﹤0.01%
413,340
-361,154
5102
$772K ﹤0.01%
21,373
-48,948
5103
$771K ﹤0.01%
25,714
-64,348
5104
$768K ﹤0.01%
26,078
+10,551
5105
$768K ﹤0.01%
131,177
-2,093
5106
$767K ﹤0.01%
7,437
+3,263
5107
$765K ﹤0.01%
30,147
-18,409
5108
$764K ﹤0.01%
76,859
+24,419
5109
$763K ﹤0.01%
215,036
+127,348
5110
$762K ﹤0.01%
55,043
-10,115
5111
$762K ﹤0.01%
15,187
+5,075
5112
$760K ﹤0.01%
21,946
+1,883
5113
$760K ﹤0.01%
72,835
+13,593
5114
$759K ﹤0.01%
210,077
+106,586
5115
$759K ﹤0.01%
28,241
+426
5116
$758K ﹤0.01%
104,285
-26,051
5117
$756K ﹤0.01%
110,560
-16,122
5118
$755K ﹤0.01%
+15,117
5119
$755K ﹤0.01%
61,949
+294
5120
$752K ﹤0.01%
27,444
+2,261
5121
$752K ﹤0.01%
238,718
-292,781
5122
$750K ﹤0.01%
59,501
5123
$750K ﹤0.01%
62,679
+946
5124
$749K ﹤0.01%
20,925
+1,834
5125
$748K ﹤0.01%
82,021
+4,983
203 204
205
206 207