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
4326
$1.23M ﹤0.01%
28,905
-7,038
4327
$1.23M ﹤0.01%
19,245
+11,985
4328
$1.23M ﹤0.01%
76,025
+1,475
4329
$1.23M ﹤0.01%
38,875
+15,701
4330
$1.22M ﹤0.01%
183
-52
4331
$1.22M ﹤0.01%
144,312
+127,210
4332
$1.22M ﹤0.01%
128,543
-218,339
4333
$1.22M ﹤0.01%
12,225
-282
4334
$1.22M ﹤0.01%
43,650
+10,183
4335
$1.21M ﹤0.01%
111,422
+30,823
4336
$1.21M ﹤0.01%
122,773
+11,162
4337
$1.21M ﹤0.01%
39,342
+90
4338
$1.21M ﹤0.01%
123,928
-23,812
4339
$1.21M ﹤0.01%
17,556
+9,130
4340
$1.2M ﹤0.01%
61,693
-333,256
4341
$1.2M ﹤0.01%
30,983
+13,045
4342
$1.2M ﹤0.01%
151,226
+24,541
4343
$1.19M ﹤0.01%
33,600
+9,276
4344
$1.18M ﹤0.01%
53,669
+14,589
4345
$1.18M ﹤0.01%
44,423
+6,445
4346
$1.18M ﹤0.01%
217,458
-31,023
4347
$1.18M ﹤0.01%
33,076
-13,493
4348
$1.18M ﹤0.01%
45,802
+17,307
4349
$1.18M ﹤0.01%
66,389
-10,436
4350
$1.18M ﹤0.01%
96,922
-14,063
172 173
174
175 176