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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
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%
1,963
-1,835
5781
$35K ﹤0.01%
11,851
+11,172
5782
$35K ﹤0.01%
1,176
+476
5783
$35K ﹤0.01%
+312
5784
$35K ﹤0.01%
498
-618
5785
$35K ﹤0.01%
1,600
-1,520
5786
$35K ﹤0.01%
7,508
-7,329
5787
$35K ﹤0.01%
877
-536
5788
$35K ﹤0.01%
16,272
+9,344
5789
$35K ﹤0.01%
597
5790
$34K ﹤0.01%
1,750
5791
$34K ﹤0.01%
365
-2,928
5792
$34K ﹤0.01%
6
-1
5793
$34K ﹤0.01%
29,046
5794
$34K ﹤0.01%
14,209
-7,485
5795
$34K ﹤0.01%
4,500
+250
5796
$34K ﹤0.01%
+1,179
5797
$34K ﹤0.01%
371
+100
5798
$33K ﹤0.01%
3,500
5799
$33K ﹤0.01%
117,600
+82,600
5800
$33K ﹤0.01%
+925
230 231
232
233 234