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
4301
$1.27M ﹤0.01%
89,187
+44
4302
$1.27M ﹤0.01%
109,311
-23,731
4303
$1.27M ﹤0.01%
149,657
-15,096
4304
$1.27M ﹤0.01%
375,250
+90,988
4305
$1.27M ﹤0.01%
86,004
+19,774
4306
$1.27M ﹤0.01%
25,555
-48,323
4307
$1.26M ﹤0.01%
142,721
-335,146
4308
$1.26M ﹤0.01%
54,049
-15,096
4309
$1.26M ﹤0.01%
61,323
-657
4310
$1.26M ﹤0.01%
47,188
+4,397
4311
$1.26M ﹤0.01%
90,204
-24,070
4312
$1.25M ﹤0.01%
31,783
-35
4313
$1.25M ﹤0.01%
44,903
+9,791
4314
$1.25M ﹤0.01%
29,764
+12,945
4315
$1.25M ﹤0.01%
61,406
-53,195
4316
$1.25M ﹤0.01%
21,135
+339
4317
$1.24M ﹤0.01%
122,214
-15,919
4318
$1.24M ﹤0.01%
33,412
+9,756
4319
$1.24M ﹤0.01%
80,292
-187
4320
$1.24M ﹤0.01%
48,848
-4,064
4321
$1.24M ﹤0.01%
109,949
-4,534,099
4322
$1.24M ﹤0.01%
28,561
+7,571
4323
$1.24M ﹤0.01%
11,042
+1,730
4324
$1.24M ﹤0.01%
68,231
+7,914
4325
$1.24M ﹤0.01%
96,489
+10,291
171 172
173
174 175