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
5451
$129K ﹤0.01%
9,153
-581
5452
$129K ﹤0.01%
1,644
5453
$128K ﹤0.01%
479
+169
5454
$128K ﹤0.01%
1,573
+1,463
5455
$128K ﹤0.01%
4,835
5456
$128K ﹤0.01%
12,456
+12,395
5457
$128K ﹤0.01%
3,442
-466
5458
$127K ﹤0.01%
15,714
-68,074
5459
$127K ﹤0.01%
872
+871
5460
$127K ﹤0.01%
28,042
-38,253
5461
$127K ﹤0.01%
7,663
-877
5462
$125K ﹤0.01%
6,509
-3,444
5463
$124K ﹤0.01%
7,038
-484
5464
$124K ﹤0.01%
18,681
+10,701
5465
$124K ﹤0.01%
+10,553
5466
$124K ﹤0.01%
329,236
-136,580
5467
$122K ﹤0.01%
33,610
-10,660
5468
$122K ﹤0.01%
18,216
+3,216
5469
$122K ﹤0.01%
3,638
-34
5470
$121K ﹤0.01%
4,066
-3,889
5471
$120K ﹤0.01%
4,641
-77,544
5472
$120K ﹤0.01%
+6,000
5473
$119K ﹤0.01%
13,752
+791
5474
$119K ﹤0.01%
3,799
+1,166
5475
$118K ﹤0.01%
6,218
+336
217 218
219
220 221