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
4651
$757K ﹤0.01%
48,280
+17,163
4652
$757K ﹤0.01%
55,593
-695
4653
$756K ﹤0.01%
77,853
+13,373
4654
$755K ﹤0.01%
31,018
+11,743
4655
$753K ﹤0.01%
2,624
+1,477
4656
$750K ﹤0.01%
70,148
+23,640
4657
$750K ﹤0.01%
19,375
-19,339
4658
$750K ﹤0.01%
127,744
+49,156
4659
$749K ﹤0.01%
41,388
+13,284
4660
$748K ﹤0.01%
38,969
-3,720
4661
$747K ﹤0.01%
+58,344
4662
$747K ﹤0.01%
84,880
+28,279
4663
$737K ﹤0.01%
100,287
+34,956
4664
$737K ﹤0.01%
35,871
+11,319
4665
$737K ﹤0.01%
39,988
+450
4666
$736K ﹤0.01%
20,201
+16,490
4667
$735K ﹤0.01%
33,799
-65,551
4668
$734K ﹤0.01%
159,516
+29,337
4669
$734K ﹤0.01%
55,807
+22,361
4670
$732K ﹤0.01%
31,899
-900
4671
$732K ﹤0.01%
47,679
+10,412
4672
$732K ﹤0.01%
46,908
+16,695
4673
$731K ﹤0.01%
78,101
-35,999
4674
$729K ﹤0.01%
64,057
+2,381
4675
$721K ﹤0.01%
3,135
+858
185 186
187
188 189