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
4026
$1.83M ﹤0.01%
65,422
-4,528
4027
$1.83M ﹤0.01%
91,623
+22,851
4028
$1.83M ﹤0.01%
79,518
+6,683
4029
$1.83M ﹤0.01%
119,218
+14,133
4030
$1.83M ﹤0.01%
40,630
+6,410
4031
$1.83M ﹤0.01%
101,399
+53,978
4032
$1.83M ﹤0.01%
61,433
+14,564
4033
$1.82M ﹤0.01%
150,179
+96,607
4034
$1.82M ﹤0.01%
22,575
+5,734
4035
$1.81M ﹤0.01%
75,822
+44,261
4036
$1.81M ﹤0.01%
41,147
+3,555
4037
$1.8M ﹤0.01%
104,369
-17,225
4038
$1.8M ﹤0.01%
+76,039
4039
$1.8M ﹤0.01%
148,540
+65,437
4040
$1.8M ﹤0.01%
60,650
+4,081
4041
$1.8M ﹤0.01%
48,099
+18,373
4042
$1.79M ﹤0.01%
125,107
+6,735
4043
$1.79M ﹤0.01%
66,121
-24,419
4044
$1.79M ﹤0.01%
63,767
-15,363
4045
$1.79M ﹤0.01%
64,868
+4,311
4046
$1.79M ﹤0.01%
118,791
+7,277
4047
$1.79M ﹤0.01%
854,310
-82,650
4048
$1.78M ﹤0.01%
64,336
+1,130
4049
$1.78M ﹤0.01%
62,380
+16,134
4050
$1.78M ﹤0.01%
95,304
-27,008
160 161
162
163 164