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
5476
$410K ﹤0.01%
89,354
+3,826
5477
$409K ﹤0.01%
+30,036
5478
$409K ﹤0.01%
5,167
-2,660
5479
$407K ﹤0.01%
4,459
-7,698
5480
$407K ﹤0.01%
43,650
+22,416
5481
$406K ﹤0.01%
15,154
+18
5482
$406K ﹤0.01%
15,789
+7,028
5483
$405K ﹤0.01%
40,144
-40,577
5484
$405K ﹤0.01%
5,372
-184
5485
$405K ﹤0.01%
17,011
+13,253
5486
$404K ﹤0.01%
35,060
+472
5487
$402K ﹤0.01%
7,406
-5,345
5488
$402K ﹤0.01%
7
5489
$400K ﹤0.01%
12,842
-4,623
5490
$400K ﹤0.01%
+11,930
5491
$399K ﹤0.01%
80,159
+60,638
5492
$398K ﹤0.01%
114,106
-45,190
5493
$396K ﹤0.01%
18,914
-127,101
5494
$396K ﹤0.01%
21,253
-18,238
5495
$396K ﹤0.01%
7,374
+1,660
5496
$395K ﹤0.01%
54,700
-60
5497
$394K ﹤0.01%
18,766
-516
5498
$394K ﹤0.01%
5,970
+2,945
5499
$391K ﹤0.01%
16
-1
5500
$391K ﹤0.01%
164,426
-203,870
218 219
220
221 222