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
4076
$1.72M ﹤0.01%
392,876
-118,165
4077
$1.72M ﹤0.01%
35,329
+9,460
4078
$1.72M ﹤0.01%
145,304
+149
4079
$1.72M ﹤0.01%
133,296
+15,120
4080
$1.72M ﹤0.01%
144,030
+27,699
4081
$1.71M ﹤0.01%
129,304
-443,802
4082
$1.71M ﹤0.01%
53,238
+6,926
4083
$1.71M ﹤0.01%
171,926
-2,201
4084
$1.71M ﹤0.01%
466,251
+98,165
4085
$1.71M ﹤0.01%
183,532
+89,851
4086
$1.71M ﹤0.01%
75,803
+34,334
4087
$1.71M ﹤0.01%
3,354,325
-58,959
4088
$1.71M ﹤0.01%
30,066
+13,849
4089
$1.71M ﹤0.01%
68,516
+15,008
4090
$1.71M ﹤0.01%
11,653
+1,819
4091
$1.71M ﹤0.01%
67,881
+3,026
4092
$1.71M ﹤0.01%
183,020
+75,059
4093
$1.71M ﹤0.01%
81,938
+47,451
4094
$1.7M ﹤0.01%
114,715
+10,388
4095
$1.7M ﹤0.01%
24,025
+14,283
4096
$1.7M ﹤0.01%
52,066
-117,267
4097
$1.7M ﹤0.01%
124,976
-4,958
4098
$1.7M ﹤0.01%
187,147
-3,518
4099
$1.7M ﹤0.01%
365,148
-81,586
4100
$1.69M ﹤0.01%
10,819
+2,535
162 163
164
165 166