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
3526
$3.17M ﹤0.01%
110,975
+8,313
3527
$3.17M ﹤0.01%
628,677
+207,076
3528
$3.17M ﹤0.01%
519,062
-62,175
3529
$3.17M ﹤0.01%
184,375
-13,152
3530
$3.17M ﹤0.01%
216,520
+1,056
3531
$3.17M ﹤0.01%
101,874
-7,376
3532
$3.17M ﹤0.01%
48,641
-679
3533
$3.16M ﹤0.01%
212,365
-15,132
3534
$3.16M ﹤0.01%
146,534
+28,253
3535
$3.16M ﹤0.01%
58,771
+31,261
3536
$3.16M ﹤0.01%
258,022
+134,986
3537
$3.16M ﹤0.01%
235,451
+15,181
3538
$3.16M ﹤0.01%
37,515
+10,662
3539
$3.15M ﹤0.01%
54,080
+3,822
3540
$3.15M ﹤0.01%
186,812
+53,002
3541
$3.15M ﹤0.01%
200,278
+82,620
3542
$3.15M ﹤0.01%
96,127
+51,769
3543
$3.15M ﹤0.01%
57,581
-11,582
3544
$3.15M ﹤0.01%
61,201
-1,969
3545
$3.15M ﹤0.01%
65,999
-196,669
3546
$3.15M ﹤0.01%
174,352
+12,425
3547
$3.14M ﹤0.01%
51,044
-21,275
3548
$3.14M ﹤0.01%
70,055
+24,549
3549
$3.14M ﹤0.01%
229,416
+118,216
3550
$3.13M ﹤0.01%
54,839
-48,073
140 141
142
143 144