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
5176
$698K ﹤0.01%
27,383
+15,825
5177
$696K ﹤0.01%
32,922
-17,238
5178
$691K ﹤0.01%
47,805
+2,123
5179
$691K ﹤0.01%
162,449
+92,338
5180
$690K ﹤0.01%
21,237
+337
5181
$689K ﹤0.01%
45,090
+17,459
5182
$688K ﹤0.01%
49,496
+34,352
5183
$688K ﹤0.01%
7,815
-32,222
5184
$683K ﹤0.01%
223,423
-81,734
5185
$680K ﹤0.01%
18,878
-46,158
5186
$680K ﹤0.01%
64,462
+6,625
5187
$679K ﹤0.01%
19,125
-44,059
5188
$677K ﹤0.01%
109,456
-741,548
5189
$677K ﹤0.01%
12,423
+3,798
5190
$677K ﹤0.01%
61,370
+524
5191
$676K ﹤0.01%
28,859
+1,523
5192
$674K ﹤0.01%
85,865
+10,208
5193
$668K ﹤0.01%
81,856
+80,350
5194
$665K ﹤0.01%
13,254
+563
5195
$665K ﹤0.01%
126,422
+14,791
5196
$664K ﹤0.01%
233,051
-161,135
5197
$664K ﹤0.01%
46,389
+897
5198
$663K ﹤0.01%
275,280
+179,847
5199
$662K ﹤0.01%
79,408
+15,781
5200
$662K ﹤0.01%
368,048
+19,413
206 207
208
209 210