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
5551
$89K ﹤0.01%
512
-714
5552
$89K ﹤0.01%
1,340
-1,804
5553
$89K ﹤0.01%
1,880
5554
$89K ﹤0.01%
466,102
+65,115
5555
$89K ﹤0.01%
16,897
+3,111
5556
$88K ﹤0.01%
+3,518
5557
$88K ﹤0.01%
61,808
+14,021
5558
$87K ﹤0.01%
5,100
-28,101
5559
$87K ﹤0.01%
21,495
+10,211
5560
$86K ﹤0.01%
407
+85
5561
$85K ﹤0.01%
4,492
-13,328
5562
$85K ﹤0.01%
7,459
+530
5563
$85K ﹤0.01%
577
+252
5564
$84K ﹤0.01%
211
-360
5565
$84K ﹤0.01%
5,893
-8,739
5566
$84K ﹤0.01%
4,344
+1,637
5567
$84K ﹤0.01%
1,230
-30
5568
$84K ﹤0.01%
12,760
+12,544
5569
$84K ﹤0.01%
+5,720
5570
$83K ﹤0.01%
13,303
-81,078
5571
$83K ﹤0.01%
+3,464
5572
$83K ﹤0.01%
+4,650
5573
$83K ﹤0.01%
8,685
+6,899
5574
$83K ﹤0.01%
16,551
-11,038
5575
$82K ﹤0.01%
4,776
+1
221 222
223
224 225