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
3451
$3.48M ﹤0.01%
2,232
+390
3452
$3.48M ﹤0.01%
73,008
+5,107
3453
$3.47M ﹤0.01%
104,615
+24,580
3454
$3.46M ﹤0.01%
811,360
+368,952
3455
$3.46M ﹤0.01%
125,486
+83,182
3456
$3.46M ﹤0.01%
398,686
-58,321
3457
$3.46M ﹤0.01%
257,548
-27,316
3458
$3.45M ﹤0.01%
4,190
+2,909
3459
$3.44M ﹤0.01%
58,402
+11,707
3460
$3.43M ﹤0.01%
1,480,166
+822,505
3461
$3.43M ﹤0.01%
142,539
-11,383
3462
$3.42M ﹤0.01%
50,094
+20,082
3463
$3.41M ﹤0.01%
237,380
+185,794
3464
$3.4M ﹤0.01%
131,036
+54,399
3465
$3.4M ﹤0.01%
60,687
+30,409
3466
$3.4M ﹤0.01%
353,906
-284,091
3467
$3.4M ﹤0.01%
1,281,390
-7,211
3468
$3.39M ﹤0.01%
100,197
+30,918
3469
$3.38M ﹤0.01%
146,744
-162,189
3470
$3.37M ﹤0.01%
232,040
+74,061
3471
$3.37M ﹤0.01%
99,726
+87,367
3472
$3.37M ﹤0.01%
85,323
-8,953
3473
$3.36M ﹤0.01%
51,942
-97,747
3474
$3.35M ﹤0.01%
303,451
+91,496
3475
$3.35M ﹤0.01%
42,667
+11,228
137 138
139
140 141