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
3776
$2.49M ﹤0.01%
29,741
-2,106
3777
$2.49M ﹤0.01%
230,331
-340
3778
$2.49M ﹤0.01%
428,639
-479
3779
$2.49M ﹤0.01%
71,282
+43,698
3780
$2.48M ﹤0.01%
44,983
-23,124
3781
$2.47M ﹤0.01%
64,920
+59,899
3782
$2.47M ﹤0.01%
77,087
+59,681
3783
$2.47M ﹤0.01%
+144,982
3784
$2.47M ﹤0.01%
297,102
+77,783
3785
$2.47M ﹤0.01%
128,203
+74,625
3786
$2.47M ﹤0.01%
109,415
+10,185
3787
$2.47M ﹤0.01%
167,000
-11,489
3788
$2.46M ﹤0.01%
98,014
-34,633
3789
$2.46M ﹤0.01%
378,085
-30,911
3790
$2.46M ﹤0.01%
186,401
-387
3791
$2.46M ﹤0.01%
61,417
-39,582
3792
$2.46M ﹤0.01%
226,230
+107,870
3793
$2.46M ﹤0.01%
103,018
+54,817
3794
$2.46M ﹤0.01%
208,169
-196,294
3795
$2.45M ﹤0.01%
98,183
+45,889
3796
$2.44M ﹤0.01%
54,174
-10,999
3797
$2.44M ﹤0.01%
198,010
-65,040
3798
$2.43M ﹤0.01%
257,817
+7,798
3799
$2.43M ﹤0.01%
226,560
+43,959
3800
$2.43M ﹤0.01%
102,438
+3,375
150 151
152
153 154