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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
5576
$82K ﹤0.01%
639
-127
5577
$82K ﹤0.01%
55
-5,005
5578
$82K ﹤0.01%
58,262
-9,211
5579
$82K ﹤0.01%
3,600
+100
5580
$82K ﹤0.01%
4,776
+1
5581
$81K ﹤0.01%
1,839
5582
$81K ﹤0.01%
8,257
+3,141
5583
$81K ﹤0.01%
3,538
+639
5584
$81K ﹤0.01%
6,530
+1,404
5585
$81K ﹤0.01%
80,251
+19,795
5586
$81K ﹤0.01%
29,463
+374
5587
$81K ﹤0.01%
5,629
+230
5588
$80K ﹤0.01%
5,902
-1,151
5589
$79K ﹤0.01%
12,131
+9,370
5590
$79K ﹤0.01%
1,951
+1
5591
$79K ﹤0.01%
9,871
+3,709
5592
$79K ﹤0.01%
20,337
-12
5593
$79K ﹤0.01%
3,088
5594
$78K ﹤0.01%
20,612
+11,966
5595
$77K ﹤0.01%
1,878
+600
5596
$77K ﹤0.01%
3,807
-21,474
5597
$77K ﹤0.01%
11,690
-463
5598
$76K ﹤0.01%
421
-1,308
5599
$76K ﹤0.01%
3,320
+2,930
5600
$76K ﹤0.01%
6,900
-700
222 223
224
225 226