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
5626
$303K ﹤0.01%
11,922
-11,314
5627
– –
0
5628
$303K ﹤0.01%
24,687
+1,725
5629
$302K ﹤0.01%
10,045
+1,619
5630
$302K ﹤0.01%
12,864
-3,766
5631
$302K ﹤0.01%
17,001
-40,445
5632
$301K ﹤0.01%
99,717
-28,818
5633
$301K ﹤0.01%
17,117
-400
5634
$300K ﹤0.01%
17,121
+7,306
5635
$300K ﹤0.01%
4,212
+263
5636
$299K ﹤0.01%
1,146
+641
5637
$299K ﹤0.01%
1,633
-97
5638
$299K ﹤0.01%
30,545
-16,969
5639
$298K ﹤0.01%
15,810
+6,361
5640
$298K ﹤0.01%
9,446
-5,364
5641
$296K ﹤0.01%
11,767
-3,999
5642
$296K ﹤0.01%
27,088
-11,821
5643
$295K ﹤0.01%
36,250
+16,919
5644
$295K ﹤0.01%
24,776
-41,497
5645
$293K ﹤0.01%
6,675
+235
5646
$292K ﹤0.01%
8,248
+1,494
5647
$292K ﹤0.01%
31,942
-15,715
5648
$291K ﹤0.01%
15,604
+1,420
5649
$291K ﹤0.01%
9,328
+4,089
5650
$290K ﹤0.01%
+38,586
224 225
226
227 228