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
3426
$3.58M ﹤0.01%
127,831
-155,265
3427
$3.57M ﹤0.01%
29,421
+1,595
3428
$3.57M ﹤0.01%
166,659
+113,738
3429
$3.56M ﹤0.01%
286,933
+114,968
3430
$3.55M ﹤0.01%
98,285
+31,773
3431
$3.55M ﹤0.01%
85,602
-18,426
3432
$3.55M ﹤0.01%
47,178
+19,729
3433
$3.54M ﹤0.01%
42,822
+30,538
3434
$3.54M ﹤0.01%
74,092
+31,088
3435
$3.54M ﹤0.01%
136,488
+118,260
3436
$3.54M ﹤0.01%
173,553
-288,265
3437
$3.54M ﹤0.01%
147,624
+53,142
3438
$3.53M ﹤0.01%
108,191
+5,707
3439
$3.53M ﹤0.01%
281,958
+32,651
3440
$3.52M ﹤0.01%
279,140
-24,190
3441
$3.52M ﹤0.01%
94,636
+23,681
3442
$3.51M ﹤0.01%
115,742
+37,247
3443
$3.5M ﹤0.01%
53,970
+1,192
3444
$3.5M ﹤0.01%
100,055
+11,524
3445
$3.5M ﹤0.01%
112,539
+25,812
3446
$3.5M ﹤0.01%
57,929
-63,035
3447
$3.5M ﹤0.01%
50,651
+777
3448
$3.49M ﹤0.01%
604,515
-153,314
3449
$3.49M ﹤0.01%
42,870
+6,915
3450
$3.48M ﹤0.01%
129,503
+14,821
136 137
138
139 140