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
4551
$872K ﹤0.01%
59,283
-7,927
4552
$871K ﹤0.01%
146,516
+89,641
4553
$871K ﹤0.01%
20,150
+8,562
4554
$870K ﹤0.01%
43,098
+17,239
4555
$870K ﹤0.01%
58,777
-7,299
4556
$869K ﹤0.01%
12,634
+4,407
4557
$867K ﹤0.01%
207,851
+1,312
4558
$866K ﹤0.01%
12,130
+4,676
4559
$865K ﹤0.01%
1,089,363
-1,279,990
4560
$863K ﹤0.01%
61,952
+18,125
4561
$863K ﹤0.01%
68,685
+3,674
4562
$863K ﹤0.01%
50,450
+925
4563
$862K ﹤0.01%
95,021
-391,147
4564
$862K ﹤0.01%
304,710
+35,706
4565
$861K ﹤0.01%
121,268
-2,259
4566
$861K ﹤0.01%
57,286
-19,651
4567
$860K ﹤0.01%
110,718
-1
4568
$858K ﹤0.01%
1,560,000
-327,500
4569
$858K ﹤0.01%
114,091
+16,335
4570
$857K ﹤0.01%
181,158
+1,045
4571
$856K ﹤0.01%
31,150
-9,415
4572
$854K ﹤0.01%
103,679
-36,599
4573
$853K ﹤0.01%
71,123
+16,236
4574
$852K ﹤0.01%
37,803
+9,056
4575
$851K ﹤0.01%
11,203
-6,877
181 182
183
184 185