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
5151
$303K ﹤0.01%
7,913
+1,971
5152
$303K ﹤0.01%
16,703
-14,038
5153
$302K ﹤0.01%
1,025
+335
5154
$301K ﹤0.01%
35,367
-2,666
5155
$301K ﹤0.01%
9,788
+3,781
5156
$301K ﹤0.01%
15,238
+5,417
5157
$300K ﹤0.01%
91,770
+65,410
5158
$299K ﹤0.01%
53,892
+25,906
5159
$298K ﹤0.01%
14,375
-4,474
5160
$298K ﹤0.01%
24,589
-15,162
5161
$297K ﹤0.01%
27,433
5162
$297K ﹤0.01%
7,354
+2,666
5163
$295K ﹤0.01%
320
+110
5164
$295K ﹤0.01%
60,787
+1,662
5165
$291K ﹤0.01%
21,975
+2,200
5166
$291K ﹤0.01%
15,246
+898
5167
$290K ﹤0.01%
15,857
-150,235
5168
$289K ﹤0.01%
7,068
+3,035
5169
$289K ﹤0.01%
64
-40
5170
$289K ﹤0.01%
54
+10
5171
$289K ﹤0.01%
8,554
+2,744
5172
$288K ﹤0.01%
15,670
+981
5173
$288K ﹤0.01%
8,430
+978
5174
$287K ﹤0.01%
38,094
+18,081
5175
$287K ﹤0.01%
18,830
-1,713
205 206
207
208 209