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
3476
$3.35M ﹤0.01%
400,984
-3,967
3477
$3.34M ﹤0.01%
164,392
-6,159
3478
$3.34M ﹤0.01%
398,104
-37,004
3479
$3.34M ﹤0.01%
11,047
+2,388
3480
$3.33M ﹤0.01%
377,807
-498
3481
$3.33M ﹤0.01%
70,400
-10,933
3482
$3.33M ﹤0.01%
131,607
+48,521
3483
$3.33M ﹤0.01%
851,134
+486,096
3484
$3.33M ﹤0.01%
462,748
-742,184
3485
$3.32M ﹤0.01%
65,074
+25,440
3486
$3.32M ﹤0.01%
383,813
+187,059
3487
$3.32M ﹤0.01%
37,569
+1,311
3488
$3.32M ﹤0.01%
73,120
+2,006
3489
$3.31M ﹤0.01%
157,393
-30,532
3490
$3.31M ﹤0.01%
235,111
-23,480
3491
$3.31M ﹤0.01%
246,941
+32,045
3492
$3.31M ﹤0.01%
93,060
-95,827
3493
$3.3M ﹤0.01%
104,954
+7,992
3494
$3.3M ﹤0.01%
241,161
+16,417
3495
$3.3M ﹤0.01%
154,001
-90,666
3496
$3.3M ﹤0.01%
31,118
+7,114
3497
$3.29M ﹤0.01%
176,501
+42,911
3498
$3.29M ﹤0.01%
84,244
+46,988
3499
$3.28M ﹤0.01%
58,827
+4,619
3500
$3.28M ﹤0.01%
268,960
+97,415
138 139
140
141 142