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
5576
$82K ﹤0.01%
3,811
+1,594
5577
$82K ﹤0.01%
639
-127
5578
$82K ﹤0.01%
55
-5,005
5579
$82K ﹤0.01%
58,262
-9,211
5580
$82K ﹤0.01%
3,600
+100
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%
3,088
5590
$79K ﹤0.01%
12,131
+9,370
5591
$79K ﹤0.01%
1,951
+1
5592
$79K ﹤0.01%
9,871
+3,709
5593
$79K ﹤0.01%
20,337
-12
5594
$78K ﹤0.01%
20,612
+11,966
5595
$77K ﹤0.01%
11,690
-463
5596
$77K ﹤0.01%
1,878
+600
5597
$77K ﹤0.01%
3,807
-21,474
5598
$76K ﹤0.01%
3,320
+2,930
5599
$76K ﹤0.01%
6,900
-700
5600
$76K ﹤0.01%
421
-1,308
222 223
224
225 226