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
3851
$2.31M ﹤0.01%
87,812
+22,405
3852
$2.3M ﹤0.01%
76,646
+11,001
3853
$2.29M ﹤0.01%
44,088
+39,174
3854
$2.29M ﹤0.01%
90,917
+17,781
3855
$2.29M ﹤0.01%
54,349
-5,904
3856
$2.28M ﹤0.01%
150,209
-38,355
3857
$2.28M ﹤0.01%
34,418
+5,318
3858
$2.28M ﹤0.01%
146,267
-16,677
3859
$2.27M ﹤0.01%
34,787
+33,228
3860
$2.27M ﹤0.01%
72,258
+38,207
3861
$2.27M ﹤0.01%
133,638
+26,302
3862
$2.27M ﹤0.01%
77,847
-245,790
3863
$2.27M ﹤0.01%
79,055
+13,204
3864
$2.27M ﹤0.01%
82,997
+11,588
3865
$2.27M ﹤0.01%
41,847
+22,300
3866
$2.27M ﹤0.01%
17,678
-320
3867
$2.27M ﹤0.01%
303,839
-94,935
3868
$2.27M ﹤0.01%
444,190
+22,878
3869
$2.26M ﹤0.01%
87,980
+24,001
3870
$2.26M ﹤0.01%
103,007
+18,672
3871
$2.26M ﹤0.01%
13,110
-20,448
3872
$2.26M ﹤0.01%
138,957
+43,065
3873
$2.25M ﹤0.01%
481
+15
3874
$2.25M ﹤0.01%
428,146
+339,502
3875
$2.25M ﹤0.01%
82,900
-118,170
153 154
155
156 157