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
6551
$50K ﹤0.01%
+2,497
6552
$49K ﹤0.01%
+813
6553
$49K ﹤0.01%
7,026
+3,731
6554
$49K ﹤0.01%
492
-512
6555
$49K ﹤0.01%
5,591
+3,428
6556
$49K ﹤0.01%
14,303
-396
6557
$49K ﹤0.01%
10,692
-7,363
6558
$49K ﹤0.01%
1,875
-4,003
6559
$49K ﹤0.01%
4,787
+4,351
6560
$48K ﹤0.01%
7,622
6561
$48K ﹤0.01%
2,000
-17,580
6562
$48K ﹤0.01%
873
-7,073
6563
$48K ﹤0.01%
4,853
6564
$48K ﹤0.01%
4,906
-1,908
6565
$48K ﹤0.01%
4,819
6566
$48K ﹤0.01%
15,678
-860
6567
$47K ﹤0.01%
5,711
+225
6568
$47K ﹤0.01%
+1,600
6569
$47K ﹤0.01%
+179
6570
$47K ﹤0.01%
+3,403
6571
$47K ﹤0.01%
242
-926
6572
$47K ﹤0.01%
4,800
+3,800
6573
$47K ﹤0.01%
4,673
+4,565
6574
$47K ﹤0.01%
+20,226
6575
$46K ﹤0.01%
3,919
-410
261 262
263
264 265