Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365B
AUM Growth
+$31.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,958
New
Increased
Reduced
Closed

Top Buys

1
+$4.24B
2
+$939M
3
+$714M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$673M
5
BABA icon
Alibaba
BABA
+$591M

Top Sells

1
+$1.45B
2
+$653M
3
+$501M
4
SPGI icon
S&P Global
SPGI
+$439M
5
GLD icon
SPDR Gold Trust
GLD
+$411M

Sector Composition

1 Technology 10.97%
2 Financials 10.16%
3 Consumer Discretionary 8.05%
4 Healthcare 7.74%
5 Communication Services 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3201
$4.42M ﹤0.01%
573,794
-17,736
3202
$4.42M ﹤0.01%
237,780
+106,367
3203
$4.42M ﹤0.01%
72,238
+32,545
3204
$4.41M ﹤0.01%
103,863
+16,209
3205
$4.41M ﹤0.01%
138,746
-33,896
3206
$4.41M ﹤0.01%
190,622
+12,822
3207
$4.41M ﹤0.01%
98,644
+20,227
3208
$4.41M ﹤0.01%
315,762
-28,976
3209
$4.4M ﹤0.01%
296,841
-829,686
3210
$4.4M ﹤0.01%
62,550
-22,293
3211
$4.4M ﹤0.01%
467,863
+8,324
3212
$4.39M ﹤0.01%
216,975
+38,674
3213
$4.39M ﹤0.01%
160,312
+6,613
3214
$4.39M ﹤0.01%
146,784
+6,000
3215
$4.39M ﹤0.01%
94,639
+11,890
3216
$4.39M ﹤0.01%
124,220
+5,198
3217
$4.38M ﹤0.01%
108,797
-12,056
3218
$4.37M ﹤0.01%
103,360
+3,645
3219
$4.37M ﹤0.01%
261,106
-62,686
3220
$4.37M ﹤0.01%
90,184
-17,312
3221
$4.37M ﹤0.01%
393,791
+366,881
3222
$4.37M ﹤0.01%
203,747
+151,632
3223
$4.37M ﹤0.01%
172,502
+69,931
3224
$4.37M ﹤0.01%
211,550
-23,887
3225
$4.36M ﹤0.01%
228,751
+46,075
127 128
129
130 131