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
4426
$1.05M ﹤0.01%
30,710
+7,413
4427
$1.05M ﹤0.01%
60,288
-13,771
4428
$1.05M ﹤0.01%
118,291
+2,823
4429
$1.04M ﹤0.01%
55,996
+36,091
4430
$1.04M ﹤0.01%
105,276
+59,423
4431
$1.04M ﹤0.01%
65,906
+15,868
4432
$1.04M ﹤0.01%
36,581
-94,081
4433
$1.03M ﹤0.01%
150,840
+5,372
4434
$1.03M ﹤0.01%
75,252
+10,848
4435
$1.03M ﹤0.01%
64,402
+15,669
4436
$1.03M ﹤0.01%
62,294
+45,479
4437
$1.03M ﹤0.01%
114,547
+16,700
4438
$1.03M ﹤0.01%
56,821
+17,098
4439
$1.03M ﹤0.01%
49,446
+2,982
4440
$1.03M ﹤0.01%
329,893
-370,560
4441
$1.03M ﹤0.01%
126,046
-21,051
4442
$1.02M ﹤0.01%
61,363
+13,582
4443
$1.02M ﹤0.01%
30,376
+635
4444
$1.02M ﹤0.01%
42,659
+16,007
4445
$1.02M ﹤0.01%
125,227
-2,183
4446
$1.02M ﹤0.01%
55,044
+53,044
4447
$1.01M ﹤0.01%
126,682
+40,807
4448
$1.01M ﹤0.01%
3,665
+1,023
4449
$1.01M ﹤0.01%
40,482
+11,936
4450
$1.01M ﹤0.01%
43,216
+42,312
176 177
178
179 180