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
4676
$719K ﹤0.01%
5,705
-2,267
4677
$717K ﹤0.01%
30,376
+13,252
4678
$717K ﹤0.01%
48,276
-1,871
4679
$715K ﹤0.01%
31,191
+5,164
4680
$714K ﹤0.01%
14,834
+1,745
4681
$714K ﹤0.01%
166,663
-3,913
4682
$713K ﹤0.01%
17,474
+6,166
4683
$713K ﹤0.01%
19,732
+17,336
4684
$712K ﹤0.01%
103,957
+92,903
4685
$711K ﹤0.01%
4,027
-8,613
4686
$710K ﹤0.01%
394,537
+140,368
4687
$710K ﹤0.01%
123,698
+38,151
4688
$708K ﹤0.01%
27,095
-1,246
4689
$707K ﹤0.01%
35,306
+10,263
4690
$706K ﹤0.01%
92,630
+13,129
4691
$706K ﹤0.01%
97,225
+5,816
4692
$705K ﹤0.01%
55,658
-5,265
4693
$705K ﹤0.01%
22,474
-713
4694
$702K ﹤0.01%
28,005
+9,773
4695
$701K ﹤0.01%
49,097
+22,611
4696
$700K ﹤0.01%
28,067
-63,915
4697
$699K ﹤0.01%
94,722
+11,734
4698
$697K ﹤0.01%
15,795
-293
4699
$696K ﹤0.01%
208,195
+3,000
4700
$695K ﹤0.01%
12,382
-4,102
186 187
188
189 190