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
6601
$44K ﹤0.01%
3,839
-18,349
6602
$43K ﹤0.01%
16,596
-23,347
6603
$43K ﹤0.01%
2,285
-12,120
6604
$43K ﹤0.01%
+1,515
6605
$43K ﹤0.01%
1,634
-1,948
6606
$43K ﹤0.01%
2,005
+992
6607
$43K ﹤0.01%
4,269
6608
$42K ﹤0.01%
622
6609
$42K ﹤0.01%
4,204
+4,104
6610
$42K ﹤0.01%
290
+184
6611
$41K ﹤0.01%
+4,100
6612
$41K ﹤0.01%
+1,337
6613
$41K ﹤0.01%
7,233
-6,758
6614
$41K ﹤0.01%
801
+1
6615
$41K ﹤0.01%
269
+239
6616
$41K ﹤0.01%
+1,250
6617
$41K ﹤0.01%
1,689
-4,119
6618
$41K ﹤0.01%
+6,561
6619
$41K ﹤0.01%
4,056
-23,311
6620
$41K ﹤0.01%
4,023
-1,315
6621
$41K ﹤0.01%
3,987
6622
$40K ﹤0.01%
+25,000
6623
$40K ﹤0.01%
+9
6624
$40K ﹤0.01%
121
+60
6625
$40K ﹤0.01%
600
263 264
265
266 267