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
4001
$1.91M ﹤0.01%
+185,500
4002
$1.91M ﹤0.01%
52,933
+10,030
4003
$1.91M ﹤0.01%
388,705
+26,565
4004
$1.9M ﹤0.01%
154,430
+30,842
4005
$1.9M ﹤0.01%
165,180
-11,209
4006
$1.9M ﹤0.01%
142,876
+28,917
4007
$1.89M ﹤0.01%
61,308
+10,725
4008
$1.89M ﹤0.01%
81,912
+1,086
4009
$1.89M ﹤0.01%
44,792
+19,594
4010
$1.89M ﹤0.01%
200,720
-3,823
4011
$1.89M ﹤0.01%
67,177
+30,198
4012
$1.88M ﹤0.01%
40,924
-2,971
4013
$1.88M ﹤0.01%
21,823
+2,764
4014
$1.87M ﹤0.01%
34,363
-4,461
4015
$1.86M ﹤0.01%
478,116
-104,540
4016
$1.86M ﹤0.01%
285,400
-9,291
4017
$1.86M ﹤0.01%
105,709
+52,849
4018
$1.86M ﹤0.01%
60,940
-4,130
4019
$1.86M ﹤0.01%
138,286
+80,126
4020
$1.85M ﹤0.01%
38,851
-1,100
4021
$1.85M ﹤0.01%
147,293
-9,874
4022
$1.85M ﹤0.01%
44,550
-12,646
4023
$1.85M ﹤0.01%
87,630
+46,887
4024
$1.84M ﹤0.01%
77,829
+24,782
4025
$1.84M ﹤0.01%
132,442
+40,693
159 160
161
162 163