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
4576
$850K ﹤0.01%
36,222
-17,031
4577
$850K ﹤0.01%
51,243
-57,208
4578
$849K ﹤0.01%
19,917
+10,581
4579
$847K ﹤0.01%
32,190
-23,262
4580
$844K ﹤0.01%
60,373
+28,495
4581
$842K ﹤0.01%
59,852
+30,478
4582
$842K ﹤0.01%
+10,552
4583
$840K ﹤0.01%
74,242
+6,280
4584
$839K ﹤0.01%
31,117
+4,173
4585
$838K ﹤0.01%
44,152
+12,252
4586
$835K ﹤0.01%
11,163
+1,745
4587
$834K ﹤0.01%
61,325
+19,304
4588
$832K ﹤0.01%
40,577
-66,493
4589
$832K ﹤0.01%
78,313
+19,013
4590
$830K ﹤0.01%
12,968
+5,255
4591
$829K ﹤0.01%
435,866
+26,656
4592
$829K ﹤0.01%
50,436
-343,307
4593
$828K ﹤0.01%
56,277
+8,939
4594
$827K ﹤0.01%
180,127
+64,805
4595
$825K ﹤0.01%
75,264
+68,728
4596
$824K ﹤0.01%
21,504
+6,573
4597
$824K ﹤0.01%
28,716
+3,287
4598
$823K ﹤0.01%
27,708
+1,183
4599
$820K ﹤0.01%
13,409
-1,790
4600
$816K ﹤0.01%
77,133
-52,331
182 183
184
185 186