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
3401
$3.65M ﹤0.01%
51,110
-1,020
3402
$3.65M ﹤0.01%
272,240
+81,316
3403
$3.65M ﹤0.01%
47,431
+14,742
3404
$3.64M ﹤0.01%
59,114
+29,885
3405
$3.64M ﹤0.01%
140,052
-22,638
3406
$3.63M ﹤0.01%
82,660
-104,761
3407
$3.63M ﹤0.01%
144,369
+79,380
3408
$3.63M ﹤0.01%
107,688
+49,003
3409
$3.63M ﹤0.01%
149,867
-21,123
3410
$3.62M ﹤0.01%
42,011
-33,127
3411
$3.62M ﹤0.01%
184,237
+52,856
3412
$3.62M ﹤0.01%
46,582
-11,559
3413
$3.61M ﹤0.01%
195,726
-23,697
3414
$3.61M ﹤0.01%
274,300
+35,412
3415
$3.6M ﹤0.01%
34,653
+8,821
3416
$3.6M ﹤0.01%
68,635
+39,060
3417
$3.6M ﹤0.01%
142,395
-147,397
3418
$3.59M ﹤0.01%
81,512
+16,668
3419
$3.59M ﹤0.01%
73,739
-6,950
3420
$3.59M ﹤0.01%
241,610
-13,261
3421
$3.59M ﹤0.01%
35,241
+8,645
3422
$3.58M ﹤0.01%
144,544
-9,003
3423
$3.58M ﹤0.01%
331,969
+27,277
3424
$3.58M ﹤0.01%
211,171
-126,226
3425
$3.58M ﹤0.01%
78,214
+13,808
135 136
137
138 139