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
5726
$43K ﹤0.01%
4,500
5727
$43K ﹤0.01%
4,305
-800
5728
$43K ﹤0.01%
5,540
+3,940
5729
$43K ﹤0.01%
19,750
+17,300
5730
$42K ﹤0.01%
119
-629
5731
$42K ﹤0.01%
+4
5732
$42K ﹤0.01%
+1,900
5733
$42K ﹤0.01%
15,250
+2,650
5734
$42K ﹤0.01%
1,501
-401
5735
$41K ﹤0.01%
7,716
+5,903
5736
$41K ﹤0.01%
32,768
+795
5737
$41K ﹤0.01%
+1,195
5738
$41K ﹤0.01%
1,120
+141
5739
$40K ﹤0.01%
12,047
+10,000
5740
$40K ﹤0.01%
4,499
+460
5741
$40K ﹤0.01%
20,918
+2,748
5742
$40K ﹤0.01%
926
+580
5743
$40K ﹤0.01%
26,247
5744
$40K ﹤0.01%
3,741
5745
$40K ﹤0.01%
1,400
5746
$40K ﹤0.01%
2,400
+575
5747
$39K ﹤0.01%
8,087
+6,072
5748
$39K ﹤0.01%
2,392
+2,242
5749
$39K ﹤0.01%
1,848
5750
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0
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230
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