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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
6026
$11K ﹤0.01%
1,164
-1,675
6027
$11K ﹤0.01%
2,003
-84,583
6028
$11K ﹤0.01%
640
-228
6029
$11K ﹤0.01%
5,000
6030
$11K ﹤0.01%
2,356
+300
6031
$10K ﹤0.01%
437
-362
6032
$10K ﹤0.01%
+493
6033
$10K ﹤0.01%
603
+253
6034
$10K ﹤0.01%
112
+36
6035
$10K ﹤0.01%
2,325
-1,000
6036
$10K ﹤0.01%
2,176
6037
$10K ﹤0.01%
+275
6038
$10K ﹤0.01%
25
+3
6039
$10K ﹤0.01%
2
-2
6040
$10K ﹤0.01%
321
+1
6041
$10K ﹤0.01%
968
-140
6042
$10K ﹤0.01%
+200
6043
$10K ﹤0.01%
614
-470
6044
$10K ﹤0.01%
300
-600
6045
$10K ﹤0.01%
14,223
-576
6046
$10K ﹤0.01%
500
6047
$10K ﹤0.01%
862
-152
6048
$10K ﹤0.01%
833
+48
6049
$9K ﹤0.01%
+300
6050
$9K ﹤0.01%
2,000
240 241
242
243 244