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
5076
$351K ﹤0.01%
43,256
+15,036
5077
$351K ﹤0.01%
207,707
-39,844
5078
$350K ﹤0.01%
7,227
+2,203
5079
$350K ﹤0.01%
11,925
+3,211
5080
$349K ﹤0.01%
8,269
+3,215
5081
$349K ﹤0.01%
42,105
-5,704
5082
$346K ﹤0.01%
117,700
-13,500
5083
$344K ﹤0.01%
18,658
+6,281
5084
$344K ﹤0.01%
4,700
5085
$343K ﹤0.01%
11,540
+4,137
5086
$342K ﹤0.01%
21,200
-267
5087
$340K ﹤0.01%
927
+275
5088
$340K ﹤0.01%
28,237
-53,693
5089
$340K ﹤0.01%
24,411
+44
5090
$337K ﹤0.01%
5,100
5091
$336K ﹤0.01%
4,790
+2,385
5092
$334K ﹤0.01%
24,807
5093
$333K ﹤0.01%
33,340
+11,624
5094
$333K ﹤0.01%
8,323
+8
5095
$333K ﹤0.01%
33,528
+7,673
5096
$332K ﹤0.01%
9,393
+6,705
5097
$332K ﹤0.01%
6,841
-14,797
5098
$332K ﹤0.01%
17,153
-266
5099
$332K ﹤0.01%
34,926
-63,034
5100
$331K ﹤0.01%
26,738
+5,080
202 203
204
205 206