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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
6676
$36K ﹤0.01%
6,420
-1,403
6677
$36K ﹤0.01%
5,419
-6,203
6678
$36K ﹤0.01%
26,955
6679
$36K ﹤0.01%
3,640
6680
$36K ﹤0.01%
92,122
+7,223
6681
$35K ﹤0.01%
5,297
-1,099
6682
$35K ﹤0.01%
1,654
6683
$35K ﹤0.01%
3,562
-370
6684
$35K ﹤0.01%
3,594
+94
6685
$35K ﹤0.01%
3,474
-900
6686
$35K ﹤0.01%
900
6687
$35K ﹤0.01%
3,486
6688
$35K ﹤0.01%
+850
6689
$35K ﹤0.01%
828
-5
6690
$35K ﹤0.01%
166
-5,220
6691
$35K ﹤0.01%
6,878
-6,257
6692
$35K ﹤0.01%
93
-1,092
6693
$35K ﹤0.01%
213
6694
$35K ﹤0.01%
26,285
+19,000
6695
$35K ﹤0.01%
296
-5,635
6696
$34K ﹤0.01%
+2,915
6697
$34K ﹤0.01%
8,568
+8,539
6698
$34K ﹤0.01%
3,700
6699
$34K ﹤0.01%
+1,100
6700
$34K ﹤0.01%
1,844
-212
266 267
268
269 270