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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
7426
$2K ﹤0.01%
300
-758
7427
$2K ﹤0.01%
+13
7428
$2K ﹤0.01%
333
-8,327
7429
$2K ﹤0.01%
+750
7430
$2K ﹤0.01%
+122
7431
$2K ﹤0.01%
1,410
+910
7432
$2K ﹤0.01%
50
7433
$2K ﹤0.01%
1
-65
7434
$2K ﹤0.01%
154
-16,831
7435
$2K ﹤0.01%
152
+45
7436
$2K ﹤0.01%
3
+1
7437
$2K ﹤0.01%
327
+160
7438
$2K ﹤0.01%
94
-82
7439
$2K ﹤0.01%
200
7440
$2K ﹤0.01%
253
7441
$2K ﹤0.01%
600
7442
$2K ﹤0.01%
+15
7443
$2K ﹤0.01%
10
7444
$2K ﹤0.01%
57
7445
$2K ﹤0.01%
1,407
+857
7446
$2K ﹤0.01%
33
+15
7447
$2K ﹤0.01%
15
7448
$2K ﹤0.01%
1,300
7449
$2K ﹤0.01%
+1,090
7450
$2K ﹤0.01%
+1,500
296 297
298
299 300