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
4526
$906K ﹤0.01%
+9,806
4527
$905K ﹤0.01%
52,946
+26,379
4528
$904K ﹤0.01%
25,738
+9,371
4529
$898K ﹤0.01%
+57,163
4530
$894K ﹤0.01%
12,075
+6,844
4531
$894K ﹤0.01%
150,072
+58,323
4532
$894K ﹤0.01%
36,234
+1,707
4533
$891K ﹤0.01%
16,867
-5,993
4534
$890K ﹤0.01%
52,034
-15,618
4535
$890K ﹤0.01%
61,239
-6,518
4536
$888K ﹤0.01%
64,303
-7,957
4537
$888K ﹤0.01%
92,250
-88,657
4538
$886K ﹤0.01%
12,788
+1,141
4539
$885K ﹤0.01%
2,783
+2,145
4540
$883K ﹤0.01%
384
-32
4541
$883K ﹤0.01%
7,021
-5,742
4542
$883K ﹤0.01%
46,104
+21,804
4543
$882K ﹤0.01%
69,996
+18,549
4544
$881K ﹤0.01%
41,176
+9,499
4545
$880K ﹤0.01%
31,826
+5,764
4546
$877K ﹤0.01%
50,813
+16,898
4547
$877K ﹤0.01%
57,634
-36,161
4548
$876K ﹤0.01%
23,488
+735
4549
$875K ﹤0.01%
125,631
+25,467
4550
$875K ﹤0.01%
57,431
+18,628
180 181
182
183 184