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
5376
$487K ﹤0.01%
16,655
+4,568
5377
$487K ﹤0.01%
19,088
-3,707
5378
$486K ﹤0.01%
23,124
+6,334
5379
$486K ﹤0.01%
9,438
+2,275
5380
$485K ﹤0.01%
24,768
-1,607
5381
$484K ﹤0.01%
52,494
-157,990
5382
$483K ﹤0.01%
55,120
-36,627
5383
$482K ﹤0.01%
8,032
+4,623
5384
$480K ﹤0.01%
94,356
+77,775
5385
$479K ﹤0.01%
21,475
+1,389
5386
$479K ﹤0.01%
99,575
-35,186
5387
$478K ﹤0.01%
24,631
+13,088
5388
$478K ﹤0.01%
15,946
-756
5389
$477K ﹤0.01%
21,756
+1,005
5390
$476K ﹤0.01%
42,598
+1,352
5391
$476K ﹤0.01%
27,892
+22,905
5392
$476K ﹤0.01%
77,451
-179,405
5393
$475K ﹤0.01%
12,113
+12,095
5394
$475K ﹤0.01%
14,152
+1,183
5395
$475K ﹤0.01%
102,090
-250,363
5396
$474K ﹤0.01%
49,602
+48,804
5397
$473K ﹤0.01%
8,862
-2,670
5398
$473K ﹤0.01%
66,865
-20,479
5399
$471K ﹤0.01%
33,879
-45,262
5400
$471K ﹤0.01%
16,024
-168
214 215
216
217 218