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
5451
$428K ﹤0.01%
+45,239
5452
$428K ﹤0.01%
12,822
+8,142
5453
$426K ﹤0.01%
5,988
+202
5454
$426K ﹤0.01%
42,705
-2,400
5455
$425K ﹤0.01%
136,599
-726,513
5456
$425K ﹤0.01%
106,494
-153,259
5457
$425K ﹤0.01%
10,906
+5,364
5458
$424K ﹤0.01%
11,921
-566
5459
$424K ﹤0.01%
86,448
-138,800
5460
$423K ﹤0.01%
21,946
-4,792
5461
$422K ﹤0.01%
26,500
+1,970
5462
$421K ﹤0.01%
+122
5463
$421K ﹤0.01%
40,496
+2,859
5464
$420K ﹤0.01%
34,158
-9,753
5465
$418K ﹤0.01%
23,823
-564
5466
$416K ﹤0.01%
12,523
-1,251
5467
$414K ﹤0.01%
22,517
+12,653
5468
$414K ﹤0.01%
17,663
-6,648
5469
$413K ﹤0.01%
74,881
-15,482
5470
$413K ﹤0.01%
5,528
-9,330
5471
$412K ﹤0.01%
66,336
+33,424
5472
$412K ﹤0.01%
11,788
+7,558
5473
$411K ﹤0.01%
1,043
-9
5474
$411K ﹤0.01%
6,680
+609
5475
$411K ﹤0.01%
20,518
+13,425
217 218
219
220 221