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
3351
$3.81M ﹤0.01%
193,669
-8,160
3352
$3.8M ﹤0.01%
97,591
-7,363
3353
$3.8M ﹤0.01%
125,372
+14,030
3354
$3.79M ﹤0.01%
100,899
-167,727
3355
$3.79M ﹤0.01%
99,210
+46,632
3356
$3.78M ﹤0.01%
53,971
+3,227
3357
$3.78M ﹤0.01%
362,367
-6,553
3358
$3.77M ﹤0.01%
44,312
-16,521
3359
$3.77M ﹤0.01%
158,947
-26,164
3360
$3.77M ﹤0.01%
832,759
-418,860
3361
$3.76M ﹤0.01%
256,708
+76,433
3362
$3.76M ﹤0.01%
+373,985
3363
$3.76M ﹤0.01%
130,802
-80,482
3364
$3.75M ﹤0.01%
288,574
+152,175
3365
$3.75M ﹤0.01%
405,677
-53,313
3366
$3.75M ﹤0.01%
174,513
+6,981
3367
$3.75M ﹤0.01%
86,452
-185,468
3368
$3.75M ﹤0.01%
97,853
+13,088
3369
$3.74M ﹤0.01%
105,959
+69,199
3370
$3.74M ﹤0.01%
248,500
-196,398
3371
$3.74M ﹤0.01%
401,301
-35,429
3372
$3.74M ﹤0.01%
31,021
+3,136
3373
$3.74M ﹤0.01%
107,044
-21,241
3374
$3.73M ﹤0.01%
102,378
+13,368
3375
$3.72M ﹤0.01%
1,191,978
+70,470
133 134
135
136 137