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
3251
$4.25M ﹤0.01%
115,295
+67,254
3252
$4.24M ﹤0.01%
251,005
+23,206
3253
$4.24M ﹤0.01%
505,214
+30,841
3254
$4.24M ﹤0.01%
357,773
+25,527
3255
$4.24M ﹤0.01%
187,605
+51,975
3256
$4.24M ﹤0.01%
61,211
-10,237
3257
$4.23M ﹤0.01%
95,653
-110,838
3258
$4.23M ﹤0.01%
33,032
-6,045
3259
$4.22M ﹤0.01%
135,160
-43,766
3260
$4.2M ﹤0.01%
92,155
+25,508
3261
$4.19M ﹤0.01%
89,150
-36,082
3262
$4.18M ﹤0.01%
435,460
+22,241
3263
$4.18M ﹤0.01%
659,976
+257,358
3264
$4.17M ﹤0.01%
316,664
-8,876
3265
$4.15M ﹤0.01%
96,292
+5,295
3266
$4.15M ﹤0.01%
81,569
-89,707
3267
$4.15M ﹤0.01%
148,394
+2,795
3268
$4.15M ﹤0.01%
103,713
-50,291
3269
$4.14M ﹤0.01%
114,044
-6,711
3270
$4.14M ﹤0.01%
360,626
-2,474
3271
$4.13M ﹤0.01%
62,563
+290
3272
$4.13M ﹤0.01%
33,919
+11,645
3273
$4.13M ﹤0.01%
114,098
-52,098
3274
$4.12M ﹤0.01%
105,358
-12,558
3275
$4.11M ﹤0.01%
100,536
+41,398
129 130
131
132 133