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
5326
$528K ﹤0.01%
18,391
+5,926
5327
$525K ﹤0.01%
45,788
-66,916
5328
$525K ﹤0.01%
24,657
-3,628
5329
$524K ﹤0.01%
31,962
-6,006
5330
$523K ﹤0.01%
28,113
+15,148
5331
$523K ﹤0.01%
45,500
-7,234
5332
$522K ﹤0.01%
25,517
+5,810
5333
$520K ﹤0.01%
35,216
-12,587
5334
$519K ﹤0.01%
38,760
+2,349
5335
$518K ﹤0.01%
32,672
+23,150
5336
$518K ﹤0.01%
+50,833
5337
$518K ﹤0.01%
25,726
-112
5338
$517K ﹤0.01%
5,208
+1,185
5339
$515K ﹤0.01%
5,512
-3,697
5340
$514K ﹤0.01%
692
5341
$514K ﹤0.01%
15,337
+10,322
5342
$514K ﹤0.01%
219,440
-78,144
5343
$514K ﹤0.01%
66
+16
5344
$513K ﹤0.01%
42,791
-135,431
5345
$512K ﹤0.01%
20,825
-186,177
5346
$512K ﹤0.01%
52,107
-16,024
5347
$511K ﹤0.01%
45,906
+513
5348
$509K ﹤0.01%
90,371
-26,839
5349
$509K ﹤0.01%
13,562
-1,014
5350
$509K ﹤0.01%
11,746
+5,514
212 213
214
215 216