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
6026
$140K ﹤0.01%
+11,675
6027
$140K ﹤0.01%
14,037
-3,500
6028
$138K ﹤0.01%
261
-64
6029
$138K ﹤0.01%
1,184
-2,526
6030
$138K ﹤0.01%
7,833
-325
6031
$138K ﹤0.01%
6,553
-359
6032
$137K ﹤0.01%
19,438
+15,934
6033
$137K ﹤0.01%
4,783
-11,651
6034
$137K ﹤0.01%
13,572
+484
6035
$136K ﹤0.01%
13,903
-20,220
6036
$136K ﹤0.01%
18,914
+1,776
6037
$135K ﹤0.01%
2,503
+95
6038
$135K ﹤0.01%
27,432
+5,895
6039
$135K ﹤0.01%
10,954
6040
$134K ﹤0.01%
8,193
+7,372
6041
$134K ﹤0.01%
4,100
6042
$134K ﹤0.01%
40,571
+40,470
6043
$134K ﹤0.01%
+3,200
6044
$133K ﹤0.01%
3,980
6045
$133K ﹤0.01%
+19,317
6046
$133K ﹤0.01%
7,671
+789
6047
$133K ﹤0.01%
7,970
+1,445
6048
$133K ﹤0.01%
7,769
-2,825
6049
$132K ﹤0.01%
3,650
6050
$132K ﹤0.01%
7,463
+624
240 241
242
243 244