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
3626
$2.9M ﹤0.01%
198,847
+28,153
3627
$2.89M ﹤0.01%
194,986
+84,829
3628
$2.89M ﹤0.01%
81,611
+11,234
3629
$2.89M ﹤0.01%
20,517
+6,664
3630
$2.88M ﹤0.01%
223,961
-10,610
3631
$2.88M ﹤0.01%
83,072
+10,017
3632
$2.88M ﹤0.01%
238,069
-51,017
3633
$2.88M ﹤0.01%
169,982
+92,341
3634
$2.87M ﹤0.01%
125,735
+5,549
3635
$2.87M ﹤0.01%
117,666
+106,723
3636
$2.87M ﹤0.01%
87,978
+46,456
3637
$2.87M ﹤0.01%
130,320
-181,209
3638
$2.86M ﹤0.01%
78,843
-48,722
3639
$2.86M ﹤0.01%
1,213,082
+305,672
3640
$2.86M ﹤0.01%
211,408
+9,084
3641
$2.86M ﹤0.01%
129,329
-6,813
3642
$2.86M ﹤0.01%
172,261
+141,144
3643
$2.86M ﹤0.01%
39,314
+9,256
3644
$2.86M ﹤0.01%
196,053
-172,389
3645
$2.85M ﹤0.01%
381,061
+361,175
3646
$2.85M ﹤0.01%
113,681
+41,894
3647
$2.84M ﹤0.01%
187,166
+52,209
3648
$2.84M ﹤0.01%
480,889
+116,892
3649
$2.83M ﹤0.01%
117,689
+2,694
3650
$2.83M ﹤0.01%
73,603
-7,663
144 145
146
147 148