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
4476
$982K ﹤0.01%
22,042
+1,234
4477
$981K ﹤0.01%
33,705
+9,749
4478
$979K ﹤0.01%
12,210
+8,121
4479
$978K ﹤0.01%
48,093
+24,842
4480
$972K ﹤0.01%
37,053
+8,689
4481
$972K ﹤0.01%
28,549
+9,772
4482
$968K ﹤0.01%
52,350
+3,235
4483
$968K ﹤0.01%
95,328
-30,305
4484
$968K ﹤0.01%
65,478
-7,451
4485
$967K ﹤0.01%
28,845
+7,221
4486
$967K ﹤0.01%
77,158
+26,362
4487
$965K ﹤0.01%
44,200
-4,377
4488
$958K ﹤0.01%
28,078
+6,041
4489
$955K ﹤0.01%
77,465
-7,056
4490
$955K ﹤0.01%
82,312
+30,452
4491
$954K ﹤0.01%
229,899
-1,859
4492
$954K ﹤0.01%
17,821
+2,899
4493
$952K ﹤0.01%
79,294
+24,542
4494
$948K ﹤0.01%
144,010
-109,860
4495
$947K ﹤0.01%
14,168
-8,042
4496
$947K ﹤0.01%
122,576
-3,041
4497
$945K ﹤0.01%
4,566
-57
4498
$945K ﹤0.01%
127,612
+27,541
4499
$945K ﹤0.01%
76,740
+184
4500
$943K ﹤0.01%
40,155
+12,753
178 179
180
181 182