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
4901
$487K ﹤0.01%
47,660
+17,440
4902
$485K ﹤0.01%
40,024
+13,958
4903
$485K ﹤0.01%
9,156
+2,971
4904
$482K ﹤0.01%
22,219
+4,896
4905
$482K ﹤0.01%
28,377
+2,187
4906
$481K ﹤0.01%
30,179
-174
4907
$480K ﹤0.01%
51,787
-10,009
4908
$479K ﹤0.01%
69,686
-98,900
4909
$478K ﹤0.01%
173,800
-272,400
4910
$476K ﹤0.01%
148,853
-51,780
4911
$476K ﹤0.01%
36,170
-7,579
4912
$474K ﹤0.01%
11,310
+3,199
4913
$473K ﹤0.01%
29,518
+4,588
4914
$471K ﹤0.01%
26,790
+6,516
4915
$468K ﹤0.01%
79,417
+40,799
4916
$468K ﹤0.01%
34,708
+8,261
4917
$468K ﹤0.01%
91,538
+33,760
4918
$468K ﹤0.01%
39,862
+15,412
4919
$467K ﹤0.01%
15,038
+4,451
4920
$466K ﹤0.01%
19,107
+1,699
4921
$466K ﹤0.01%
22,112
+21,296
4922
$466K ﹤0.01%
121
+71
4923
$464K ﹤0.01%
8,008
+3,695
4924
$464K ﹤0.01%
68,847
+15,248
4925
$464K ﹤0.01%
155
-423
195 196
197
198 199