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
3651
$2.83M ﹤0.01%
87,071
+31,103
3652
$2.83M ﹤0.01%
65,646
+20,090
3653
$2.82M ﹤0.01%
31,518
+9,132
3654
$2.82M ﹤0.01%
91,544
-16,051
3655
$2.82M ﹤0.01%
65,710
-37,788
3656
$2.81M ﹤0.01%
43,414
+6,017
3657
$2.81M ﹤0.01%
150,980
+125,885
3658
$2.81M ﹤0.01%
1,196,080
+332,272
3659
$2.81M ﹤0.01%
235,739
+96,582
3660
$2.79M ﹤0.01%
279,389
+23,104
3661
$2.79M ﹤0.01%
89,138
+1,484
3662
$2.79M ﹤0.01%
205,178
-13,214
3663
$2.78M ﹤0.01%
69,388
+10,321
3664
$2.78M ﹤0.01%
344,573
+448
3665
$2.78M ﹤0.01%
124,956
-94,097
3666
$2.78M ﹤0.01%
35,563
+11,438
3667
$2.78M ﹤0.01%
133,107
+24,439
3668
$2.77M ﹤0.01%
107,743
+21,998
3669
$2.77M ﹤0.01%
1,506,000
-216,700
3670
$2.76M ﹤0.01%
31,242
+2,030
3671
$2.76M ﹤0.01%
119,858
-243,481
3672
$2.76M ﹤0.01%
128,647
+1,957
3673
$2.75M ﹤0.01%
34,274
+4,685
3674
$2.75M ﹤0.01%
205,197
+1,512
3675
$2.75M ﹤0.01%
215,927
-59,107
145 146
147
148 149