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
5651
$289K ﹤0.01%
36,108
-513
5652
$287K ﹤0.01%
12,278
+1,357
5653
$287K ﹤0.01%
40,807
-6,252
5654
$286K ﹤0.01%
+591
5655
$285K ﹤0.01%
12,321
-9,258
5656
$284K ﹤0.01%
41,998
+22,855
5657
$284K ﹤0.01%
90,620
+42,957
5658
$283K ﹤0.01%
23,335
-16,402
5659
$281K ﹤0.01%
22,904
+4,843
5660
– –
0
5661
$280K ﹤0.01%
10,815
+1,389
5662
$280K ﹤0.01%
178,081
-339,394
5663
$280K ﹤0.01%
26,408
-8,084
5664
$280K ﹤0.01%
+27,446
5665
$280K ﹤0.01%
1,404
-245
5666
$280K ﹤0.01%
49,552
-99,469
5667
$279K ﹤0.01%
21,395
-6,300
5668
$279K ﹤0.01%
123,885
+22,999
5669
$278K ﹤0.01%
8,399
-2,064
5670
$278K ﹤0.01%
+25,515
5671
$278K ﹤0.01%
10,524
+4,370
5672
$278K ﹤0.01%
10,000
5673
$277K ﹤0.01%
26,911
-405
5674
$276K ﹤0.01%
7,952
-5,002
5675
$276K ﹤0.01%
5,889
+3,421
225 226
227
228 229