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
5776
$228K ﹤0.01%
+13,842
5777
$228K ﹤0.01%
56,762
-27,778
5778
$227K ﹤0.01%
5,592
-4,601
5779
$227K ﹤0.01%
6,453
-56
5780
$226K ﹤0.01%
3,867
-1,505
5781
$226K ﹤0.01%
12,918
-598
5782
$225K ﹤0.01%
42,807
+19,957
5783
$225K ﹤0.01%
31,006
+11,400
5784
$224K ﹤0.01%
8,586
+1,142
5785
$224K ﹤0.01%
7,490
-55
5786
$223K ﹤0.01%
9,046
-2,343
5787
$223K ﹤0.01%
4,692
5788
$223K ﹤0.01%
9,700
+8,564
5789
$223K ﹤0.01%
16,965
+1,378
5790
$222K ﹤0.01%
+22,088
5791
$222K ﹤0.01%
10,600
+1,700
5792
$221K ﹤0.01%
8,597
+8,347
5793
$220K ﹤0.01%
12,386
+6,000
5794
$220K ﹤0.01%
8,108
-506
5795
$220K ﹤0.01%
11,025
-34,091
5796
$220K ﹤0.01%
8,139
-7,030
5797
$220K ﹤0.01%
1,046
5798
$219K ﹤0.01%
19,044
+936
5799
$219K ﹤0.01%
27,024
-21,636
5800
$219K ﹤0.01%
146,082
-35,882
230 231
232
233 234