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
5826
$206K ﹤0.01%
43,213
-13,418
5827
$206K ﹤0.01%
2,101
+400
5828
$206K ﹤0.01%
13,176
+1,721
5829
$206K ﹤0.01%
88,629
+18,718
5830
$206K ﹤0.01%
+8,354
5831
$206K ﹤0.01%
56,437
-75,167
5832
$205K ﹤0.01%
8,261
-1,756
5833
$205K ﹤0.01%
20,849
+8,363
5834
$204K ﹤0.01%
50,663
+6,213
5835
$204K ﹤0.01%
35,900
+3,500
5836
$203K ﹤0.01%
7,704
-88
5837
$203K ﹤0.01%
24,162
-63,794
5838
$202K ﹤0.01%
32,481
-15,670
5839
$202K ﹤0.01%
36,187
-80,073
5840
$201K ﹤0.01%
17,437
-1,139
5841
$201K ﹤0.01%
18,110
-2,023
5842
$201K ﹤0.01%
3,812
-2,329
5843
$201K ﹤0.01%
54,336
+2,000
5844
$199K ﹤0.01%
3,927
-2,874
5845
$199K ﹤0.01%
19,398
-9,040
5846
$198K ﹤0.01%
4,749
-3,951
5847
$198K ﹤0.01%
3,373
-11,553
5848
$198K ﹤0.01%
9,885
-4,580
5849
$198K ﹤0.01%
30,182
-1,877
5850
$197K ﹤0.01%
+1,031
232 233
234
235 236