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
3601
$2.98M ﹤0.01%
348,645
+142,501
3602
$2.98M ﹤0.01%
174,335
+15,992
3603
$2.98M ﹤0.01%
218,610
-99,143
3604
$2.97M ﹤0.01%
127,287
+37,307
3605
$2.97M ﹤0.01%
118,225
+31,441
3606
$2.97M ﹤0.01%
138,178
+55,884
3607
$2.97M ﹤0.01%
51,904
+25,548
3608
$2.96M ﹤0.01%
190,050
+66,222
3609
$2.96M ﹤0.01%
100,698
+40,254
3610
$2.96M ﹤0.01%
176,473
-15,637
3611
$2.96M ﹤0.01%
123,189
+32,984
3612
$2.95M ﹤0.01%
40,268
-2,005
3613
$2.95M ﹤0.01%
10,577
+1,126
3614
$2.94M ﹤0.01%
78,060
+8,576
3615
$2.94M ﹤0.01%
60,490
+27,343
3616
$2.94M ﹤0.01%
116,107
-1,931
3617
$2.93M ﹤0.01%
120,063
-157,607
3618
$2.93M ﹤0.01%
178,196
-67,387
3619
$2.92M ﹤0.01%
57,103
+6,900
3620
$2.92M ﹤0.01%
110,582
+8,759
3621
$2.92M ﹤0.01%
117,159
+44,417
3622
$2.91M ﹤0.01%
154,424
+3,893
3623
$2.91M ﹤0.01%
295,806
-148,784
3624
$2.9M ﹤0.01%
135,763
+10,248
3625
$2.9M ﹤0.01%
216,885
-34,394
143 144
145
146 147