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
6101
$120K ﹤0.01%
6,385
-1,240
6102
$120K ﹤0.01%
566
+247
6103
$120K ﹤0.01%
6,870
+141
6104
$120K ﹤0.01%
3,422
+1,800
6105
$120K ﹤0.01%
1,938
+1,875
6106
$120K ﹤0.01%
6,340
-789
6107
$119K ﹤0.01%
4,912
-1,135
6108
$119K ﹤0.01%
2,475
+1,595
6109
$119K ﹤0.01%
37,432
-69,995
6110
$119K ﹤0.01%
3,928
+254
6111
$119K ﹤0.01%
4,007
+551
6112
$118K ﹤0.01%
24,210
-8,902
6113
$118K ﹤0.01%
2,363
-820
6114
$118K ﹤0.01%
4,498
-54,115
6115
$118K ﹤0.01%
3,967
+289
6116
$118K ﹤0.01%
3,365
-52
6117
$117K ﹤0.01%
13,998
-2,373
6118
$117K ﹤0.01%
17,657
+2,690
6119
$117K ﹤0.01%
3,693
-142
6120
$117K ﹤0.01%
6,725
-868
6121
$117K ﹤0.01%
2,480
6122
$117K ﹤0.01%
11,767
-7,197
6123
$117K ﹤0.01%
11,777
-5,070
6124
$116K ﹤0.01%
+853
6125
$116K ﹤0.01%
7,941
-21,143
243 244
245
246 247