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
5201
$270K ﹤0.01%
9,056
+1,417
5202
$270K ﹤0.01%
15,682
-1,982
5203
$270K ﹤0.01%
319
+11
5204
$270K ﹤0.01%
9,415
+6,539
5205
$269K ﹤0.01%
10,710
+7,255
5206
$269K ﹤0.01%
14,614
-500
5207
$267K ﹤0.01%
17,762
+2,743
5208
$267K ﹤0.01%
9,882
+4,267
5209
$265K ﹤0.01%
2,714
+56
5210
$265K ﹤0.01%
6,135
-4,425
5211
$264K ﹤0.01%
12,476
-9,599
5212
$264K ﹤0.01%
26,657
+19,752
5213
$264K ﹤0.01%
17,700
-400
5214
$263K ﹤0.01%
1,668
+1,154
5215
$262K ﹤0.01%
4,411
+235
5216
$261K ﹤0.01%
35,280
-3,500
5217
$261K ﹤0.01%
1,989
-2,857
5218
$260K ﹤0.01%
52
+17
5219
$259K ﹤0.01%
4,536
+1,109
5220
$258K ﹤0.01%
18,884
+4,106
5221
$257K ﹤0.01%
22,300
+7,786
5222
$257K ﹤0.01%
30,633
-32,962
5223
$257K ﹤0.01%
19,474
+11,723
5224
$256K ﹤0.01%
53,933
+50,000
5225
$256K ﹤0.01%
52,958
-198
207 208
209
210 211