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
4276
$1.32M ﹤0.01%
111,222
-15,210
4277
$1.32M ﹤0.01%
79,331
+17,097
4278
$1.32M ﹤0.01%
58,782
+8,761
4279
$1.32M ﹤0.01%
91,588
-108,256
4280
$1.31M ﹤0.01%
290,337
-167,880
4281
$1.31M ﹤0.01%
56,549
+15,808
4282
$1.31M ﹤0.01%
214,866
-140,897
4283
$1.31M ﹤0.01%
15,336
-15,773
4284
$1.3M ﹤0.01%
427,702
+63,899
4285
$1.3M ﹤0.01%
54,644
+20,528
4286
$1.3M ﹤0.01%
348
-86
4287
$1.3M ﹤0.01%
78,746
-11,722
4288
$1.3M ﹤0.01%
84,877
+20,279
4289
$1.3M ﹤0.01%
34,571
-7,800
4290
$1.29M ﹤0.01%
101,710
-56,446
4291
$1.29M ﹤0.01%
69,802
+19,242
4292
$1.29M ﹤0.01%
127,371
+23,137
4293
$1.29M ﹤0.01%
47,826
-952
4294
$1.29M ﹤0.01%
43,847
+8,894
4295
$1.29M ﹤0.01%
22,126
+16,557
4296
$1.28M ﹤0.01%
96,403
-35,879
4297
$1.28M ﹤0.01%
12,670
-34,659
4298
$1.27M ﹤0.01%
52,944
-27,617
4299
$1.27M ﹤0.01%
90,082
-5,716
4300
$1.27M ﹤0.01%
1,378
-255
170 171
172
173 174