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
4151
$1.57M ﹤0.01%
108,401
-227,766
4152
$1.57M ﹤0.01%
164,859
+50,712
4153
$1.57M ﹤0.01%
12,634
+2,452
4154
$1.57M ﹤0.01%
103,286
+48,496
4155
$1.57M ﹤0.01%
114,839
+20,979
4156
$1.56M ﹤0.01%
78,055
-16,298
4157
$1.56M ﹤0.01%
71,838
+11,925
4158
$1.56M ﹤0.01%
35,476
+8,531
4159
$1.56M ﹤0.01%
139,241
+35,553
4160
$1.56M ﹤0.01%
48,576
-812
4161
$1.56M ﹤0.01%
134,563
+6,616
4162
$1.56M ﹤0.01%
146,031
+7,925
4163
$1.56M ﹤0.01%
60,380
+2,202
4164
$1.56M ﹤0.01%
24,155
+4,367
4165
$1.56M ﹤0.01%
41,777
-1,096
4166
$1.56M ﹤0.01%
185,390
+182,810
4167
$1.55M ﹤0.01%
31,614
+12,900
4168
$1.55M ﹤0.01%
47,787
-74,510
4169
$1.55M ﹤0.01%
73,101
+67,946
4170
$1.55M ﹤0.01%
19,060
+1,967
4171
$1.55M ﹤0.01%
100,864
-3,611
4172
$1.55M ﹤0.01%
89,618
+11,002
4173
$1.54M ﹤0.01%
172,300
+83,476
4174
$1.54M ﹤0.01%
75,396
-9,909
4175
$1.54M ﹤0.01%
11,670
+241
165 166
167
168 169