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
3826
$2.37M ﹤0.01%
183,595
+10,635
3827
$2.37M ﹤0.01%
35,173
-1,340,118
3828
$2.36M ﹤0.01%
72,118
+23,146
3829
$2.36M ﹤0.01%
93,906
+30,197
3830
$2.36M ﹤0.01%
62,410
-28,858
3831
$2.35M ﹤0.01%
127,508
+47,891
3832
$2.35M ﹤0.01%
127,161
+34,224
3833
$2.35M ﹤0.01%
150,483
+35,685
3834
$2.34M ﹤0.01%
103,293
-99,316
3835
$2.34M ﹤0.01%
112,842
+3,750
3836
$2.34M ﹤0.01%
7,053
+1,671
3837
$2.33M ﹤0.01%
158,464
-139,587
3838
$2.33M ﹤0.01%
170,994
+9,920
3839
$2.33M ﹤0.01%
431,680
-19,309
3840
$2.33M ﹤0.01%
251,866
+82,542
3841
$2.33M ﹤0.01%
265,601
+17,687
3842
$2.33M ﹤0.01%
2,213,769
-10,464,421
3843
$2.32M ﹤0.01%
97,022
-2,629
3844
$2.32M ﹤0.01%
43,844
+159
3845
$2.32M ﹤0.01%
70,348
+30,059
3846
$2.32M ﹤0.01%
104,567
-7,551
3847
$2.32M ﹤0.01%
34,149
+9,929
3848
$2.32M ﹤0.01%
127,562
+66,050
3849
$2.31M ﹤0.01%
186,207
-6,858
3850
$2.31M ﹤0.01%
37,830
+594
152 153
154
155 156