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
4251
$1.39M ﹤0.01%
28,898
-903
4252
$1.39M ﹤0.01%
79,634
-23,848
4253
$1.39M ﹤0.01%
110,366
+13,521
4254
$1.38M ﹤0.01%
163,453
+34,200
4255
$1.38M ﹤0.01%
96,213
-2,748
4256
$1.38M ﹤0.01%
21,073
+13,827
4257
$1.38M ﹤0.01%
59,447
+26,575
4258
$1.38M ﹤0.01%
44,840
+43,660
4259
$1.37M ﹤0.01%
45,294
+10,691
4260
$1.37M ﹤0.01%
110,152
+1,256
4261
$1.37M ﹤0.01%
104,746
-11,639
4262
$1.37M ﹤0.01%
158,475
-4,365
4263
$1.37M ﹤0.01%
47,765
-16,441
4264
$1.37M ﹤0.01%
65,288
+5,828
4265
$1.36M ﹤0.01%
138,375
-4,990
4266
$1.36M ﹤0.01%
101,382
+31,216
4267
$1.36M ﹤0.01%
44,003
-4,359
4268
$1.35M ﹤0.01%
40,350
+19,590
4269
$1.34M ﹤0.01%
165,157
-63,015
4270
$1.34M ﹤0.01%
68,259
-25,999
4271
$1.34M ﹤0.01%
239,106
+156,640
4272
$1.33M ﹤0.01%
156,175
-10,923
4273
$1.33M ﹤0.01%
41,437
-4,180
4274
$1.33M ﹤0.01%
20,667
+2,886
4275
$1.33M ﹤0.01%
298,250
+115,153
169 170
171
172 173