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
4101
$1.69M ﹤0.01%
106,654
+2,687
4102
$1.69M ﹤0.01%
27,469
+1,862
4103
$1.69M ﹤0.01%
207,202
+75,273
4104
$1.69M ﹤0.01%
39,941
-8,650
4105
$1.68M ﹤0.01%
16,138
-19,266
4106
$1.68M ﹤0.01%
66,068
-337,672
4107
$1.68M ﹤0.01%
34,577
+4,100
4108
$1.68M ﹤0.01%
215,513
+28,561
4109
$1.67M ﹤0.01%
42,195
-15,156
4110
$1.67M ﹤0.01%
143,822
+28,243
4111
$1.67M ﹤0.01%
564,356
+73,940
4112
$1.67M ﹤0.01%
368,189
-203,363
4113
$1.67M ﹤0.01%
163,490
+79,434
4114
$1.67M ﹤0.01%
79,501
+3,827
4115
$1.67M ﹤0.01%
64,946
-4,175
4116
$1.66M ﹤0.01%
62,862
-60,421
4117
$1.66M ﹤0.01%
35,714
+1,088
4118
$1.66M ﹤0.01%
164,192
-52,728
4119
$1.66M ﹤0.01%
35,028
+13,120
4120
$1.66M ﹤0.01%
136,638
+76,672
4121
$1.65M ﹤0.01%
54,206
+15,253
4122
$1.65M ﹤0.01%
74,152
-77,347
4123
$1.65M ﹤0.01%
+58,037
4124
$1.65M ﹤0.01%
386,480
-97,224
4125
$1.64M ﹤0.01%
286,188
-30,690
163 164
165
166 167