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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
6526
$52K ﹤0.01%
2,398
+654
6527
$52K ﹤0.01%
5,150
6528
$52K ﹤0.01%
4,979
6529
$51K ﹤0.01%
10,752
6530
$51K ﹤0.01%
21,142
-34,449
6531
$51K ﹤0.01%
1,291
-100
6532
$51K ﹤0.01%
5,103
-191
6533
$51K ﹤0.01%
5,221
-2,158
6534
$51K ﹤0.01%
2,344
+1,343
6535
$51K ﹤0.01%
4,914
6536
$51K ﹤0.01%
97,768
-9,514
6537
$51K ﹤0.01%
5,129
6538
$50K ﹤0.01%
2,503
-72,493
6539
$50K ﹤0.01%
3,600
-46
6540
$50K ﹤0.01%
4,064
+1,230
6541
$50K ﹤0.01%
892
+364
6542
$50K ﹤0.01%
987
-3,252
6543
$50K ﹤0.01%
11
+2
6544
$50K ﹤0.01%
3,644
+2,744
6545
$50K ﹤0.01%
11,702
+730
6546
$50K ﹤0.01%
2,423
+537
6547
$50K ﹤0.01%
5,027
-102
6548
$50K ﹤0.01%
5,067
+46
6549
$50K ﹤0.01%
2,164
6550
$50K ﹤0.01%
+2,497
260 261
262
263 264