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
4626
$782K ﹤0.01%
6,864
-337
4627
$781K ﹤0.01%
20,300
+9,159
4628
$781K ﹤0.01%
1,190,154
-57,570
4629
$780K ﹤0.01%
95,086
+18,042
4630
$780K ﹤0.01%
63,916
-74,965
4631
$779K ﹤0.01%
29,166
+11,305
4632
$779K ﹤0.01%
11,097
+97
4633
$776K ﹤0.01%
44,109
+14,098
4634
$776K ﹤0.01%
30,401
-3,696
4635
$775K ﹤0.01%
+26,647
4636
$775K ﹤0.01%
191,148
-62,780
4637
$772K ﹤0.01%
37,776
+10,531
4638
$768K ﹤0.01%
57,390
+5,825
4639
$768K ﹤0.01%
138,665
+52,500
4640
$766K ﹤0.01%
29,626
+24,236
4641
$765K ﹤0.01%
+69,039
4642
$764K ﹤0.01%
108,156
-17,735
4643
$763K ﹤0.01%
46,174
-2,081
4644
$763K ﹤0.01%
28,732
-6,811
4645
$763K ﹤0.01%
42,085
+6,082
4646
$762K ﹤0.01%
91,201
+32,763
4647
$761K ﹤0.01%
45,964
+14,022
4648
$760K ﹤0.01%
21,712
+4,214
4649
$760K ﹤0.01%
10,689
+6,578
4650
$759K ﹤0.01%
31,642
+7,541
184 185
186
187 188