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
5276
$219K ﹤0.01%
8,093
-922
5277
$218K ﹤0.01%
13,374
+5,572
5278
$218K ﹤0.01%
21,602
-258
5279
$216K ﹤0.01%
17,407
+6,121
5280
$215K ﹤0.01%
14,596
+2,389
5281
$214K ﹤0.01%
64,782
+9,757
5282
$214K ﹤0.01%
10,558
+1,380
5283
$214K ﹤0.01%
14,826
-664
5284
$214K ﹤0.01%
5,684
+1,571
5285
$210K ﹤0.01%
5,764
+2,492
5286
$210K ﹤0.01%
48,884
-52,732
5287
$209K ﹤0.01%
4,155
+1,983
5288
$209K ﹤0.01%
58,122
-4,104
5289
$209K ﹤0.01%
376,230
+179,907
5290
$208K ﹤0.01%
18,432
-150,668
5291
$207K ﹤0.01%
24,300
+9,259
5292
$206K ﹤0.01%
46,690
-683,589
5293
$206K ﹤0.01%
51,258
+23,256
5294
$205K ﹤0.01%
17,393
-33,660
5295
$205K ﹤0.01%
251
-457
5296
$202K ﹤0.01%
4,914
-1,954
5297
$202K ﹤0.01%
3,381
-3
5298
$201K ﹤0.01%
6,786
-21,490
5299
$201K ﹤0.01%
+21,437
5300
$200K ﹤0.01%
6,837
-51
210 211
212
213 214