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
5951
$159K ﹤0.01%
15,789
+8,392
5952
$159K ﹤0.01%
12,346
-645
5953
$159K ﹤0.01%
14,513
-4,149
5954
$159K ﹤0.01%
25,619
+7,789
5955
$159K ﹤0.01%
15,864
5956
$158K ﹤0.01%
2,871
5957
$158K ﹤0.01%
15,799
5958
$157K ﹤0.01%
12,102
+7,467
5959
$157K ﹤0.01%
2,320
5960
$157K ﹤0.01%
2,453
5961
– –
0
5962
$156K ﹤0.01%
4,000
5963
$156K ﹤0.01%
34
-10
5964
$156K ﹤0.01%
12,661
+11,837
5965
$156K ﹤0.01%
15,230
-865
5966
$155K ﹤0.01%
7,566
+1,518
5967
$155K ﹤0.01%
151,040
-94,984
5968
$154K ﹤0.01%
34
-2
5969
$154K ﹤0.01%
718,296
5970
$153K ﹤0.01%
17,885
-39,298
5971
$153K ﹤0.01%
2,152
-2,863
5972
$153K ﹤0.01%
45,434
-144,766
5973
$153K ﹤0.01%
30,959
+9,536
5974
$153K ﹤0.01%
4,116
+762
5975
$153K ﹤0.01%
28,185
-671
237 238
239
240 241