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
3276
$4.11M ﹤0.01%
253,959
+4,026
3277
$4.1M ﹤0.01%
173,587
+29,578
3278
$4.1M ﹤0.01%
119,823
-15,742
3279
$4.1M ﹤0.01%
302,699
-76,024
3280
$4.09M ﹤0.01%
210,692
+17,556
3281
$4.09M ﹤0.01%
281,727
+112,231
3282
$4.08M ﹤0.01%
134,147
+57,403
3283
$4.08M ﹤0.01%
75,752
-1,057
3284
$4.08M ﹤0.01%
158,809
+16,483
3285
$4.07M ﹤0.01%
204,396
+3,225
3286
$4.06M ﹤0.01%
229,107
+164,560
3287
$4.06M ﹤0.01%
640,744
-272,401
3288
$4.06M ﹤0.01%
6,924
-8,639
3289
$4.05M ﹤0.01%
45,882
+19,460
3290
$4.03M ﹤0.01%
35,086
+1,024
3291
$4.03M ﹤0.01%
208,067
+109,727
3292
$4.02M ﹤0.01%
968,698
-343,844
3293
$4.01M ﹤0.01%
198,469
+62,829
3294
$4M ﹤0.01%
177,588
+13,352
3295
$3.99M ﹤0.01%
110,076
+39,121
3296
$3.99M ﹤0.01%
105,436
-46,459
3297
$3.99M ﹤0.01%
133,531
+48,701
3298
$3.98M ﹤0.01%
82,087
+33,594
3299
$3.98M ﹤0.01%
99,993
+8,100
3300
$3.98M ﹤0.01%
18,663
+15,445
130 131
132
133 134