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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
6126
$116K ﹤0.01%
5,478
-152
6127
$116K ﹤0.01%
7,941
-21,143
6128
$115K ﹤0.01%
454
-69
6129
$115K ﹤0.01%
4,232
-105
6130
$115K ﹤0.01%
170,281
6131
$115K ﹤0.01%
25,268
-399,900
6132
$115K ﹤0.01%
3,520
6133
$114K ﹤0.01%
8,292
+600
6134
$114K ﹤0.01%
4,304
-87
6135
$113K ﹤0.01%
11,317
-123
6136
$112K ﹤0.01%
23,679
+13,663
6137
$112K ﹤0.01%
+27,090
6138
$112K ﹤0.01%
+17,389
6139
$111K ﹤0.01%
7,240
-2,047
6140
$111K ﹤0.01%
7,326
-12
6141
$111K ﹤0.01%
316
-1,613
6142
$110K ﹤0.01%
19,015
+11,690
6143
$110K ﹤0.01%
20,471
6144
$110K ﹤0.01%
3,761
-92
6145
$110K ﹤0.01%
+6,113
6146
$110K ﹤0.01%
11,851
+7,526
6147
$110K ﹤0.01%
+11,059
6148
$109K ﹤0.01%
17,729
-18,901
6149
$109K ﹤0.01%
+1,037
6150
$109K ﹤0.01%
7,018
-49,096
244 245
246
247 248