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
5876
$189K ﹤0.01%
7,246
+6,128
5877
$189K ﹤0.01%
21,800
+15,936
5878
$189K ﹤0.01%
807
+439
5879
$189K ﹤0.01%
33,940
-40,271
5880
$189K ﹤0.01%
30,756
+30,256
5881
$187K ﹤0.01%
45,205
-13,562
5882
$187K ﹤0.01%
2,067
-80
5883
$186K ﹤0.01%
4,533
+65
5884
$186K ﹤0.01%
22,463
-283
5885
$185K ﹤0.01%
6,592
-3,370
5886
$184K ﹤0.01%
6,564
-2,050
5887
$184K ﹤0.01%
26,582
-22,302
5888
$184K ﹤0.01%
16,181
-120,606
5889
$184K ﹤0.01%
33,548
-2,978
5890
$183K ﹤0.01%
18,543
+4,441
5891
$183K ﹤0.01%
5,928
-5,634
5892
$182K ﹤0.01%
14,118
+3,530
5893
$181K ﹤0.01%
+361
5894
$180K ﹤0.01%
18,011
-3,577
5895
$179K ﹤0.01%
6,411
-2,929
5896
$179K ﹤0.01%
43,195
-27,096
5897
$179K ﹤0.01%
+10,200
5898
$179K ﹤0.01%
927
+431
5899
$179K ﹤0.01%
18,344
-12,305
5900
$178K ﹤0.01%
+6,708
234 235
236
237 238