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
4951
$441K ﹤0.01%
22,307
+15,028
4952
$440K ﹤0.01%
44,079
+9,095
4953
$440K ﹤0.01%
50,784
+16,079
4954
$440K ﹤0.01%
12,235
-8,920
4955
$438K ﹤0.01%
361,607
+116,721
4956
$437K ﹤0.01%
77,868
+242
4957
$436K ﹤0.01%
10,937
-15
4958
$436K ﹤0.01%
17,193
+7,368
4959
$435K ﹤0.01%
57,222
-88,574
4960
$435K ﹤0.01%
26,690
+6,619
4961
$434K ﹤0.01%
65,844
-31,787
4962
$433K ﹤0.01%
56,325
+16,300
4963
$433K ﹤0.01%
19,723
+525
4964
$431K ﹤0.01%
48,681
-21,977
4965
$431K ﹤0.01%
9,874
+7,874
4966
$429K ﹤0.01%
12,528
-113,574
4967
$429K ﹤0.01%
33,781
-7,898
4968
$428K ﹤0.01%
30,104
-4,013
4969
$427K ﹤0.01%
11,016
-3,817
4970
$425K ﹤0.01%
29,286
-51,154
4971
$424K ﹤0.01%
47,667
+8,918
4972
$424K ﹤0.01%
9,572
+870
4973
$423K ﹤0.01%
175,254
+88,607
4974
$421K ﹤0.01%
16,074
+6,039
4975
$421K ﹤0.01%
+26,334
197 198
199
200 201