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
3726
$2.63M ﹤0.01%
175,409
+11,083
3727
$2.62M ﹤0.01%
52,881
-2,929
3728
$2.62M ﹤0.01%
327,865
+63,595
3729
$2.62M ﹤0.01%
20,380
-17,205
3730
$2.61M ﹤0.01%
229,278
+30,747
3731
$2.61M ﹤0.01%
220,713
+58,751
3732
$2.6M ﹤0.01%
93,662
+29,810
3733
$2.6M ﹤0.01%
40,289
-8,851
3734
$2.6M ﹤0.01%
603,621
+88,080
3735
$2.6M ﹤0.01%
196,051
+55,811
3736
$2.6M ﹤0.01%
127,599
+14,070
3737
$2.6M ﹤0.01%
936,482
+260,012
3738
$2.59M ﹤0.01%
310,747
-1,328
3739
$2.59M ﹤0.01%
191,195
-107,397
3740
$2.58M ﹤0.01%
136,571
+1,922
3741
$2.58M ﹤0.01%
45,772
+19,705
3742
$2.58M ﹤0.01%
341,536
+174,140
3743
$2.58M ﹤0.01%
166,232
+37,830
3744
$2.57M ﹤0.01%
108,179
+89,698
3745
$2.57M ﹤0.01%
98,093
+20,120
3746
$2.56M ﹤0.01%
99,536
-3,487
3747
$2.56M ﹤0.01%
297,379
-1,813
3748
$2.56M ﹤0.01%
188,371
+102,747
3749
$2.55M ﹤0.01%
121,460
+37,289
3750
$2.55M ﹤0.01%
262,403
+48,018
148 149
150
151 152