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
4726
$663K ﹤0.01%
65,912
+39,066
4727
$661K ﹤0.01%
1,892
-2,526
4728
$661K ﹤0.01%
77,964
+572
4729
$659K ﹤0.01%
6,311
+1,531
4730
$657K ﹤0.01%
156,400
-20,955
4731
$657K ﹤0.01%
248,852
+76,594
4732
$657K ﹤0.01%
31,930
+8,002
4733
$655K ﹤0.01%
6,384
-216
4734
$654K ﹤0.01%
56,636
-33,723
4735
$654K ﹤0.01%
8,743
-7,848
4736
$653K ﹤0.01%
79,634
-9,305
4737
$650K ﹤0.01%
41,143
-186,223
4738
$649K ﹤0.01%
+21,901
4739
$648K ﹤0.01%
49,282
-21,423
4740
$647K ﹤0.01%
68,962
+16,016
4741
$645K ﹤0.01%
+26,928
4742
$644K ﹤0.01%
93,554
+21,725
4743
$644K ﹤0.01%
61,154
-6,108
4744
$644K ﹤0.01%
42,271
+1,492
4745
$642K ﹤0.01%
23,080
+12,169
4746
$641K ﹤0.01%
193,754
-126,338
4747
$641K ﹤0.01%
20,740
+620
4748
$639K ﹤0.01%
97,776
-91,737
4749
$638K ﹤0.01%
6,655
-2,223
4750
$634K ﹤0.01%
31,506
+22,455
188 189
190
191 192