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
3751
$2.55M ﹤0.01%
159,701
+68,800
3752
$2.55M ﹤0.01%
63,692
-3,640
3753
$2.55M ﹤0.01%
72,158
+14,735
3754
$2.55M ﹤0.01%
41,099
+26,423
3755
$2.55M ﹤0.01%
126,602
-284,269
3756
$2.54M ﹤0.01%
120,483
+112,011
3757
$2.54M ﹤0.01%
33,972
+10,886
3758
$2.54M ﹤0.01%
471,044
+422,982
3759
$2.53M ﹤0.01%
363,738
+15,114
3760
$2.53M ﹤0.01%
92,643
+50,103
3761
$2.52M ﹤0.01%
174,593
+9,526
3762
$2.52M ﹤0.01%
70,194
-95,446
3763
$2.52M ﹤0.01%
251,928
+1,839
3764
$2.52M ﹤0.01%
35,408
+497
3765
$2.52M ﹤0.01%
136,126
+53,678
3766
$2.52M ﹤0.01%
122,174
-11,155
3767
$2.52M ﹤0.01%
95,940
+10,294
3768
$2.52M ﹤0.01%
55,177
+12,701
3769
$2.51M ﹤0.01%
8,081
+3,324
3770
$2.51M ﹤0.01%
8,175
+5,489
3771
$2.51M ﹤0.01%
138,676
+66,633
3772
$2.51M ﹤0.01%
115,768
-33,544
3773
$2.5M ﹤0.01%
43,887
-9,746
3774
$2.5M ﹤0.01%
117,391
-13,189
3775
$2.5M ﹤0.01%
349,331
-1,213,861
149 150
151
152 153