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
5251
$237K ﹤0.01%
577
-50
5252
$235K ﹤0.01%
10,301
-6,563
5253
$234K ﹤0.01%
75,681
+45,676
5254
$233K ﹤0.01%
+4,527
5255
$232K ﹤0.01%
84,740
+41,603
5256
$231K ﹤0.01%
25,632
-21,098
5257
$229K ﹤0.01%
17,564
+604
5258
$228K ﹤0.01%
5,129
-1,460
5259
$228K ﹤0.01%
7,152
+576
5260
$228K ﹤0.01%
187,449
+69,890
5261
$227K ﹤0.01%
51,791
-460,733
5262
$226K ﹤0.01%
25,354
-2,327
5263
$226K ﹤0.01%
5,198
+1,640
5264
$224K ﹤0.01%
7,067
+1,062
5265
$223K ﹤0.01%
23,540
+10,440
5266
$222K ﹤0.01%
10,730
+4,110
5267
$222K ﹤0.01%
16,680
-1,584
5268
$222K ﹤0.01%
10,521
+4,370
5269
$222K ﹤0.01%
27,812
+16,291
5270
$222K ﹤0.01%
219,687
+81,919
5271
$221K ﹤0.01%
9,228
+852
5272
$221K ﹤0.01%
22,162
-41,236
5273
$220K ﹤0.01%
14,865
-1,101
5274
$220K ﹤0.01%
136,181
+6,912
5275
$219K ﹤0.01%
34,012
+17,522
209 210
211
212 213