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
4776
$600K ﹤0.01%
36,823
+25,202
4777
$600K ﹤0.01%
140,101
-115,939
4778
$600K ﹤0.01%
46,495
+31,915
4779
$598K ﹤0.01%
28,913
-10,755
4780
$598K ﹤0.01%
3,577
+564
4781
$597K ﹤0.01%
8,179
+3,344
4782
$594K ﹤0.01%
+23,106
4783
$594K ﹤0.01%
31,467
-1,495
4784
$592K ﹤0.01%
19,481
-2,266
4785
$590K ﹤0.01%
39,194
+1,878
4786
$590K ﹤0.01%
33,930
-2,585
4787
$589K ﹤0.01%
+17,252
4788
$588K ﹤0.01%
2,966
+1,149
4789
$587K ﹤0.01%
29,498
-1,032
4790
$585K ﹤0.01%
122,530
+4,197
4791
$585K ﹤0.01%
36,330
-20,050
4792
$584K ﹤0.01%
12
+5
4793
$584K ﹤0.01%
207,075
+60,844
4794
$583K ﹤0.01%
96,068
-96,951
4795
$583K ﹤0.01%
33,581
+9,964
4796
$582K ﹤0.01%
21,863
-400
4797
$580K ﹤0.01%
23,655
-54,318
4798
$580K ﹤0.01%
24,774
+1,364
4799
$579K ﹤0.01%
17,599
-16
4800
$575K ﹤0.01%
16,969
-3,633
190 191
192
193 194