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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
6501
– –
0
6502
$54K ﹤0.01%
35
-56
6503
$54K ﹤0.01%
9,073
-93
6504
$54K ﹤0.01%
1,031
+148
6505
$54K ﹤0.01%
7,000
+3,800
6506
$54K ﹤0.01%
2,371
-321
6507
$54K ﹤0.01%
+5,475
6508
$54K ﹤0.01%
1,741
6509
$54K ﹤0.01%
5,150
-3,828
6510
$53K ﹤0.01%
1,198
6511
$53K ﹤0.01%
12,552
-7,726
6512
$53K ﹤0.01%
3,300
6513
$53K ﹤0.01%
+2,800
6514
$53K ﹤0.01%
753
+653
6515
$53K ﹤0.01%
1,225
6516
$53K ﹤0.01%
4,179
+529
6517
$53K ﹤0.01%
1,629
6518
$53K ﹤0.01%
4,431
+1,306
6519
$53K ﹤0.01%
5,252
-373
6520
$53K ﹤0.01%
5,152
-66
6521
$52K ﹤0.01%
661
-692
6522
$52K ﹤0.01%
18
+8
6523
$52K ﹤0.01%
6,178
6524
$52K ﹤0.01%
2,199
+951
6525
$52K ﹤0.01%
5,091
259 260
261
262 263