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
5001
$399K ﹤0.01%
19,894
+17,977
5002
$396K ﹤0.01%
8,764
+3,333
5003
$395K ﹤0.01%
358
+150
5004
$394K ﹤0.01%
42,863
+8,141
5005
$394K ﹤0.01%
+21,669
5006
$393K ﹤0.01%
5,398
+467
5007
$393K ﹤0.01%
15,034
-124
5008
$393K ﹤0.01%
+11,092
5009
$393K ﹤0.01%
1,180
+597
5010
$391K ﹤0.01%
24,567
+4,752
5011
$390K ﹤0.01%
31,272
-3,069
5012
$389K ﹤0.01%
22,197
+10,453
5013
$388K ﹤0.01%
81,103
+13,244
5014
$388K ﹤0.01%
18,880
+4,560
5015
$388K ﹤0.01%
70,759
+57,074
5016
$388K ﹤0.01%
13,893
+7,786
5017
$386K ﹤0.01%
16,877
-8,319
5018
$385K ﹤0.01%
18,574
+6,310
5019
$385K ﹤0.01%
22,144
-19,601
5020
$385K ﹤0.01%
7,445
-3,948
5021
$385K ﹤0.01%
18,627
-1,673
5022
$384K ﹤0.01%
17,755
+6,055
5023
$384K ﹤0.01%
35,403
+10,139
5024
$382K ﹤0.01%
105,560
+102,560
5025
$382K ﹤0.01%
13,926
+225
199 200
201
202 203