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
5776
$36K ﹤0.01%
10,333
-1,167
5777
$36K ﹤0.01%
1,851
-1,063
5778
$36K ﹤0.01%
11,234
-5,646
5779
$36K ﹤0.01%
2,001
5780
$35K ﹤0.01%
11,851
+11,172
5781
$35K ﹤0.01%
1,176
+476
5782
$35K ﹤0.01%
+312
5783
$35K ﹤0.01%
498
-618
5784
$35K ﹤0.01%
1,600
-1,520
5785
$35K ﹤0.01%
7,508
-7,329
5786
$35K ﹤0.01%
877
-536
5787
$35K ﹤0.01%
16,272
+9,344
5788
$35K ﹤0.01%
597
5789
$35K ﹤0.01%
1,963
-1,835
5790
$34K ﹤0.01%
+1,179
5791
$34K ﹤0.01%
371
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5792
$34K ﹤0.01%
1,750
5793
$34K ﹤0.01%
365
-2,928
5794
$34K ﹤0.01%
6
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5795
$34K ﹤0.01%
29,046
5796
$34K ﹤0.01%
14,209
-7,485
5797
$34K ﹤0.01%
4,500
+250
5798
$33K ﹤0.01%
3,500
5799
$33K ﹤0.01%
117,600
+82,600
5800
$33K ﹤0.01%
+925
230 231
232
233 234