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
5801
$218K ﹤0.01%
3,012
-2,972
5802
$218K ﹤0.01%
10,615
+1,050
5803
$218K ﹤0.01%
6,184
-835
5804
$217K ﹤0.01%
6,345
5805
$217K ﹤0.01%
6,093
-6,656
5806
$217K ﹤0.01%
28,154
-47,233
5807
$216K ﹤0.01%
8,369
+7,869
5808
$216K ﹤0.01%
+8,319
5809
$216K ﹤0.01%
22,000
-159,057
5810
$216K ﹤0.01%
50,320
+800
5811
$215K ﹤0.01%
+9,634
5812
$213K ﹤0.01%
36,673
-494
5813
$211K ﹤0.01%
12,354
-60
5814
$210K ﹤0.01%
4,153
-177
5815
$209K ﹤0.01%
84,340
-712,530
5816
$209K ﹤0.01%
17,994
-24,760
5817
$209K ﹤0.01%
3,433
+1,400
5818
$209K ﹤0.01%
970
-51
5819
$209K ﹤0.01%
103,352
-3,600
5820
$208K ﹤0.01%
11,906
+64
5821
$207K ﹤0.01%
11,589
+5,859
5822
$207K ﹤0.01%
1,924
+1,351
5823
$207K ﹤0.01%
8,002
+7,103
5824
$207K ﹤0.01%
3,781
+1,881
5825
$207K ﹤0.01%
37,173
+5,317
231 232
233
234 235