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
3801
$2.43M ﹤0.01%
183,495
-3,209
3802
$2.43M ﹤0.01%
123,647
+31,073
3803
$2.43M ﹤0.01%
270,077
+12,878
3804
$2.43M ﹤0.01%
34,835
+18,508
3805
$2.42M ﹤0.01%
60,320
+26,392
3806
$2.42M ﹤0.01%
85,606
-2,358
3807
$2.42M ﹤0.01%
40,435
+14,574
3808
$2.41M ﹤0.01%
26,354
+8,323
3809
$2.41M ﹤0.01%
58,128
-3,575
3810
$2.4M ﹤0.01%
61,880
+5,106
3811
$2.4M ﹤0.01%
111,575
+10,166
3812
$2.39M ﹤0.01%
104,458
-16,215
3813
$2.39M ﹤0.01%
178,561
+16,796
3814
$2.39M ﹤0.01%
420,729
-72,715
3815
$2.39M ﹤0.01%
954,892
+69,327
3816
$2.39M ﹤0.01%
40,798
-6,087
3817
$2.38M ﹤0.01%
44,856
+9,073
3818
$2.38M ﹤0.01%
236,982
+66,767
3819
$2.38M ﹤0.01%
247,225
+56,663
3820
$2.38M ﹤0.01%
87,438
+17,288
3821
$2.38M ﹤0.01%
80,522
+7,333
3822
$2.38M ﹤0.01%
93,319
+61,468
3823
$2.38M ﹤0.01%
139,891
+6,761
3824
$2.37M ﹤0.01%
52,839
-27,312
3825
$2.37M ﹤0.01%
170,201
+10,118
151 152
153
154 155