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
4126
$1.64M ﹤0.01%
67,280
-30,481
4127
$1.64M ﹤0.01%
58,401
+8,159
4128
$1.63M ﹤0.01%
129,764
+10,788
4129
$1.63M ﹤0.01%
+40,147
4130
$1.63M ﹤0.01%
57,918
-1,112
4131
$1.63M ﹤0.01%
90,468
-180,388
4132
$1.63M ﹤0.01%
93,483
+16,728
4133
$1.62M ﹤0.01%
53,810
+26,857
4134
$1.62M ﹤0.01%
159,865
+4,992
4135
$1.62M ﹤0.01%
278,343
+164,063
4136
$1.62M ﹤0.01%
306,271
-10,453
4137
$1.61M ﹤0.01%
165,515
+49,509
4138
$1.61M ﹤0.01%
172,247
-898
4139
$1.6M ﹤0.01%
2,950
-214
4140
$1.59M ﹤0.01%
93,464
+15,712
4141
$1.59M ﹤0.01%
135,976
+10,679
4142
$1.59M ﹤0.01%
491,610
-39,978
4143
$1.59M ﹤0.01%
31,353
+5,325
4144
$1.58M ﹤0.01%
104,142
-29,833
4145
$1.58M ﹤0.01%
135,461
-8,077
4146
$1.58M ﹤0.01%
61,919
-2,757
4147
$1.58M ﹤0.01%
34,809
+6,731
4148
$1.58M ﹤0.01%
89,642
+25,444
4149
$1.58M ﹤0.01%
793,598
-36,711
4150
$1.57M ﹤0.01%
32,513
+1,718
164 165
166
167 168