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
6326
– –
0
6327
$79K ﹤0.01%
1,546
-4,185
6328
$78K ﹤0.01%
95,603
6329
$78K ﹤0.01%
2,500
6330
$78K ﹤0.01%
940
-22
6331
$78K ﹤0.01%
7,319
-4
6332
$78K ﹤0.01%
2,914
-10
6333
$78K ﹤0.01%
6,349
-1,539
6334
$78K ﹤0.01%
17,336
-6,881
6335
$77K ﹤0.01%
2,596
-745
6336
$77K ﹤0.01%
1,225
-789
6337
$77K ﹤0.01%
26,730
-36,338
6338
$77K ﹤0.01%
2,011
-22
6339
$77K ﹤0.01%
2,500
6340
$77K ﹤0.01%
1,325
+303
6341
$76K ﹤0.01%
9,908
+4,141
6342
$76K ﹤0.01%
6,134
-299
6343
$76K ﹤0.01%
+8,318
6344
$76K ﹤0.01%
6,992
+1,180
6345
$76K ﹤0.01%
7,677
6346
$76K ﹤0.01%
14,300
-5,662
6347
$75K ﹤0.01%
+1,943
6348
$75K ﹤0.01%
1,928
+151
6349
$75K ﹤0.01%
1,498
+705
6350
$75K ﹤0.01%
+9,055
252 253
254
255 256