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
6576
$46K ﹤0.01%
11,400
-12,227
6577
$46K ﹤0.01%
2,748
-7,261
6578
$46K ﹤0.01%
15,543
6579
$46K ﹤0.01%
+338
6580
$46K ﹤0.01%
293
-48
6581
$45K ﹤0.01%
4,596
6582
$45K ﹤0.01%
4,254
-7,476
6583
$45K ﹤0.01%
3,076
+2,643
6584
$45K ﹤0.01%
2
6585
$45K ﹤0.01%
2,096
-1,305
6586
$45K ﹤0.01%
4,153
+1,186
6587
$45K ﹤0.01%
2,795
+2,721
6588
$45K ﹤0.01%
8,194
+4,520
6589
$45K ﹤0.01%
5,608
-293
6590
$45K ﹤0.01%
2,000
6591
$45K ﹤0.01%
4,500
-2,000
6592
$44K ﹤0.01%
1,330
+22
6593
$44K ﹤0.01%
+14,996
6594
$44K ﹤0.01%
635
-147
6595
$44K ﹤0.01%
12,246
-1,305
6596
$44K ﹤0.01%
2,361
-978
6597
$44K ﹤0.01%
4,367
-2,000
6598
$44K ﹤0.01%
1,374
+250
6599
$44K ﹤0.01%
4,216
6600
$44K ﹤0.01%
4,518
-9,172
262 263
264
265 266