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
5176
$287K ﹤0.01%
11,900
+1,468
5177
$286K ﹤0.01%
37,549
5178
$285K ﹤0.01%
14,395
-8,216
5179
$284K ﹤0.01%
68,210
+13,020
5180
$283K ﹤0.01%
17,615
+8,382
5181
$283K ﹤0.01%
14,398
-2,129
5182
$282K ﹤0.01%
5,528
-415
5183
$282K ﹤0.01%
32,045
+5,402
5184
$282K ﹤0.01%
1,802
+617
5185
$281K ﹤0.01%
32,108
+11,040
5186
$281K ﹤0.01%
4,533
-1,695
5187
$280K ﹤0.01%
622
-437
5188
$279K ﹤0.01%
175,684
-11,226
5189
$278K ﹤0.01%
14,594
-147,740
5190
$278K ﹤0.01%
34,903
+16,026
5191
$277K ﹤0.01%
28,103
+7,728
5192
$277K ﹤0.01%
9,313
+3,252
5193
$276K ﹤0.01%
22,377
+7,387
5194
$275K ﹤0.01%
6,721
-6,264
5195
$273K ﹤0.01%
17,560
-1,080
5196
$273K ﹤0.01%
4,346
-439
5197
$273K ﹤0.01%
27,464
-168,683
5198
$272K ﹤0.01%
44,273
+25,141
5199
$271K ﹤0.01%
34,126
-2,430
5200
$270K ﹤0.01%
21,771
206 207
208
209 210