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
5251
$596K ﹤0.01%
5,850
+1,648
5252
$596K ﹤0.01%
25,212
-12,664
5253
$594K ﹤0.01%
75,114
-91,188
5254
$593K ﹤0.01%
823,846
+218,199
5255
$592K ﹤0.01%
11,298
+135
5256
$592K ﹤0.01%
49,335
-11,879
5257
$591K ﹤0.01%
31
-3
5258
$589K ﹤0.01%
21,420
-329,871
5259
$589K ﹤0.01%
15,952
+2,551
5260
$589K ﹤0.01%
18,090
+7,101
5261
$587K ﹤0.01%
76,360
-23,752
5262
$585K ﹤0.01%
32,472
+9,133
5263
$584K ﹤0.01%
56,230
-41,497
5264
$584K ﹤0.01%
+58,787
5265
$583K ﹤0.01%
120,388
-274,344
5266
$583K ﹤0.01%
86,209
-125,740
5267
$583K ﹤0.01%
26,973
-97,065
5268
$583K ﹤0.01%
7,376
-13,923
5269
$581K ﹤0.01%
33,552
+9,969
5270
$580K ﹤0.01%
21,704
-29,400
5271
$579K ﹤0.01%
7,920
+1,139
5272
$579K ﹤0.01%
20,554
+615
5273
$578K ﹤0.01%
58,087
-16,734
5274
$577K ﹤0.01%
10,110
-347
5275
$576K ﹤0.01%
+551
209 210
211
212 213