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
5501
$107K ﹤0.01%
5,420
+2,487
5502
$107K ﹤0.01%
2,988
-940
5503
$107K ﹤0.01%
24,481
-200
5504
$107K ﹤0.01%
10,178
-6,910
5505
$105K ﹤0.01%
5,713
-399
5506
$105K ﹤0.01%
5,500
+4,500
5507
$104K ﹤0.01%
8,334
5508
$104K ﹤0.01%
1,600
-284
5509
$104K ﹤0.01%
284
-57
5510
$103K ﹤0.01%
9,855
-8,419
5511
$103K ﹤0.01%
20,104
+7,481
5512
$102K ﹤0.01%
1,710
5513
$101K ﹤0.01%
37,516
-9,599
5514
$100K ﹤0.01%
5,833
-444
5515
$100K ﹤0.01%
3,896
+1,211
5516
$99K ﹤0.01%
21,485
-42,904
5517
$99K ﹤0.01%
29,762
+4,316
5518
$98K ﹤0.01%
5,253
+1,565
5519
$98K ﹤0.01%
14,003
-3,772
5520
$98K ﹤0.01%
2,038
-1,917
5521
$97K ﹤0.01%
22
+8
5522
$97K ﹤0.01%
32,997
-6,993
5523
$97K ﹤0.01%
7,041
-2,118
5524
$97K ﹤0.01%
28,622
+11,450
5525
$96K ﹤0.01%
16,300
+14,200
219 220
221
222 223