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
5426
$449K ﹤0.01%
112,907
+5,866
5427
$448K ﹤0.01%
45,978
+11,289
5428
$447K ﹤0.01%
41,334
+1,146
5429
$446K ﹤0.01%
25,754
-124,322
5430
$445K ﹤0.01%
71,916
+61
5431
$444K ﹤0.01%
25,126
+3,919
5432
$444K ﹤0.01%
6,839
-257
5433
$444K ﹤0.01%
79,524
-57,210
5434
$443K ﹤0.01%
17,590
-24,531
5435
$443K ﹤0.01%
38,880
-10,814
5436
$442K ﹤0.01%
81,189
-85,475
5437
$440K ﹤0.01%
16,827
-878
5438
$439K ﹤0.01%
15,197
+2,590
5439
$438K ﹤0.01%
8,765
-6,010
5440
$437K ﹤0.01%
23,477
-1,628
5441
$435K ﹤0.01%
317,925
-200,307
5442
$435K ﹤0.01%
11,267
+972
5443
$435K ﹤0.01%
14,265
-3,948
5444
$434K ﹤0.01%
3,317
+2,651
5445
$434K ﹤0.01%
50,125
-32,077
5446
$433K ﹤0.01%
53,014
-34,322
5447
$433K ﹤0.01%
18,595
+243
5448
$430K ﹤0.01%
1,339
-100
5449
$429K ﹤0.01%
15,564
+2,959
5450
$429K ﹤0.01%
20,675
+8,250
216 217
218
219 220