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
3376
$3.71M ﹤0.01%
147,142
+74,486
3377
$3.71M ﹤0.01%
225,740
+92,592
3378
$3.71M ﹤0.01%
124,454
+5,994
3379
$3.7M ﹤0.01%
74,348
-210,095
3380
$3.69M ﹤0.01%
98,235
+16,649
3381
$3.69M ﹤0.01%
114,669
-20,408
3382
$3.69M ﹤0.01%
60,072
+20,418
3383
$3.69M ﹤0.01%
30,131
+176
3384
$3.69M ﹤0.01%
95,248
+14,895
3385
$3.68M ﹤0.01%
459,965
+23,829
3386
$3.68M ﹤0.01%
692,834
+31,748
3387
$3.68M ﹤0.01%
94,193
+36,770
3388
$3.67M ﹤0.01%
122,744
-11,755
3389
$3.67M ﹤0.01%
208,425
+73,572
3390
$3.67M ﹤0.01%
93,070
+44,925
3391
$3.67M ﹤0.01%
390,318
+389,626
3392
$3.67M ﹤0.01%
1,503,261
-1,017,590
3393
$3.66M ﹤0.01%
84,325
-19,525
3394
$3.66M ﹤0.01%
239,382
+201,626
3395
$3.66M ﹤0.01%
74,593
+22,368
3396
$3.66M ﹤0.01%
296,651
-12,329
3397
$3.66M ﹤0.01%
80,652
+42,008
3398
$3.66M ﹤0.01%
394,857
+242,727
3399
$3.66M ﹤0.01%
90,016
+27,102
3400
$3.66M ﹤0.01%
104,191
-3,723
134 135
136
137 138