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
6126
$6K ﹤0.01%
636
-444
6127
$6K ﹤0.01%
898
-2
6128
$6K ﹤0.01%
1,543
+200
6129
$6K ﹤0.01%
930
6130
$6K ﹤0.01%
214
-350
6131
$6K ﹤0.01%
2,001
-399
6132
0
6133
$6K ﹤0.01%
786
-1,510
6134
$6K ﹤0.01%
212
6135
$6K ﹤0.01%
200
6136
$6K ﹤0.01%
100
6137
$6K ﹤0.01%
2,000
6138
$6K ﹤0.01%
600
6139
$6K ﹤0.01%
6,316
+3,795
6140
$6K ﹤0.01%
136
6141
$6K ﹤0.01%
186
+1
6142
$5K ﹤0.01%
+200
6143
$5K ﹤0.01%
+200
6144
$5K ﹤0.01%
+173
6145
$5K ﹤0.01%
132
-6,165
6146
$5K ﹤0.01%
142
6147
$5K ﹤0.01%
213
6148
$5K ﹤0.01%
+170
6149
$5K ﹤0.01%
322
6150
$5K ﹤0.01%
283
+130