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
5676
$55K ﹤0.01%
+7,350
5677
$55K ﹤0.01%
3,000
5678
$54K ﹤0.01%
2,498
+181
5679
$54K ﹤0.01%
16,168
-87,268
5680
$54K ﹤0.01%
1,953
+603
5681
$54K ﹤0.01%
10,117
-133
5682
$54K ﹤0.01%
4,003
-8,591
5683
$54K ﹤0.01%
6,290
5684
$53K ﹤0.01%
19,832
+5,775
5685
$53K ﹤0.01%
26,111
-2,281
5686
$53K ﹤0.01%
24,579
+8,906
5687
$53K ﹤0.01%
9,774
+1,018
5688
$53K ﹤0.01%
6,525
-1,565
5689
$53K ﹤0.01%
27,400
-66,158
5690
$53K ﹤0.01%
1,935
5691
$52K ﹤0.01%
14,587
+3,508
5692
$52K ﹤0.01%
8,056
+1,194
5693
$52K ﹤0.01%
4,312
+900
5694
$52K ﹤0.01%
1,011
-276
5695
$52K ﹤0.01%
5,165
-475
5696
$51K ﹤0.01%
3,750
-932
5697
$51K ﹤0.01%
23,221
+3,721
5698
$51K ﹤0.01%
205
-1,703
5699
$51K ﹤0.01%
4,024
-609
5700
$51K ﹤0.01%
16,238
-5,763
226 227
228
229 230