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
4176
$1.54M ﹤0.01%
108,520
-10,258
4177
$1.54M ﹤0.01%
111,291
-2,462
4178
$1.54M ﹤0.01%
207,830
+12,974
4179
$1.53M ﹤0.01%
58,184
-1,566
4180
$1.53M ﹤0.01%
929
+255
4181
$1.53M ﹤0.01%
51,649
-19,731
4182
$1.53M ﹤0.01%
127,045
+69,410
4183
$1.53M ﹤0.01%
13,548
+2,895
4184
$1.52M ﹤0.01%
49,354
+9,036
4185
$1.52M ﹤0.01%
6,881
+1,040
4186
$1.52M ﹤0.01%
65,784
+42,342
4187
$1.51M ﹤0.01%
+77,252
4188
$1.51M ﹤0.01%
73,050
-22,515
4189
$1.51M ﹤0.01%
173,457
+31,131
4190
$1.51M ﹤0.01%
99,612
+27,983
4191
$1.51M ﹤0.01%
22,787
+4,800
4192
$1.51M ﹤0.01%
117,635
+15,494
4193
$1.51M ﹤0.01%
29,974
+7,391
4194
$1.5M ﹤0.01%
52,849
+9,965
4195
$1.5M ﹤0.01%
81,575
-103,693
4196
$1.5M ﹤0.01%
165,413
+98,201
4197
$1.5M ﹤0.01%
20,580
-322
4198
$1.5M ﹤0.01%
56,586
+21,415
4199
$1.5M ﹤0.01%
126,236
+3,639
4200
$1.49M ﹤0.01%
17,465
+1,026
166 167
168
169 170