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
3926
$2.11M ﹤0.01%
141,911
-37,545
3927
$2.11M ﹤0.01%
30,358
+6,371
3928
$2.1M ﹤0.01%
142,493
+77,339
3929
$2.1M ﹤0.01%
85,674
+4,284
3930
$2.1M ﹤0.01%
49,030
+7,470
3931
$2.1M ﹤0.01%
99,531
-96,338
3932
$2.1M ﹤0.01%
38,190
+6,515
3933
$2.1M ﹤0.01%
56,826
+29,728
3934
$2.1M ﹤0.01%
163,668
+50,134
3935
$2.09M ﹤0.01%
42,246
+6,986
3936
$2.08M ﹤0.01%
94,508
+16,754
3937
$2.08M ﹤0.01%
88,806
+50,036
3938
$2.08M ﹤0.01%
178,421
+26,265
3939
$2.07M ﹤0.01%
109,471
+71,769
3940
$2.07M ﹤0.01%
66,491
-46,135
3941
$2.07M ﹤0.01%
131,265
-40,484
3942
$2.07M ﹤0.01%
85,838
-738,925
3943
$2.06M ﹤0.01%
82,745
+13,087
3944
$2.06M ﹤0.01%
74,383
-13,194
3945
$2.05M ﹤0.01%
223,632
+18,786
3946
$2.05M ﹤0.01%
68,803
-53,320
3947
$2.05M ﹤0.01%
235,917
+16,874
3948
$2.04M ﹤0.01%
78,579
-6,204
3949
$2.04M ﹤0.01%
60,254
+2,860
3950
$2.04M ﹤0.01%
67,501
+22,782
156 157
158
159 160