Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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
+24.8%
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
6,957
New
Increased
Reduced
Closed

Top Buys

1 +$4.35B
2 +$951M
3 +$722M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$687M
5
BABA icon
Alibaba
BABA
+$569M

Top Sells

1 +$1.47B
2 +$663M
3 +$456M
4
GE icon
GE Aerospace
GE
+$438M
5
GLD icon
SPDR Gold Trust
GLD
+$419M

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
2526
$8.68M ﹤0.01%
164,466
+57,817
2527
$8.67M ﹤0.01%
481,696
+1,304
2528
$8.66M ﹤0.01%
150,699
+66,326
2529
$8.65M ﹤0.01%
538,539
+25,383
2530
$8.65M ﹤0.01%
527,993
+25,284
2531
$8.64M ﹤0.01%
342,725
+112,321
2532
$8.62M ﹤0.01%
144,528
+50,906
2533
$8.61M ﹤0.01%
144,989
+12,689
2534
$8.61M ﹤0.01%
324,817
+62,352
2535
$8.57M ﹤0.01%
268,564
+55,920
2536
$8.56M ﹤0.01%
951,297
+275,702
2537
$8.56M ﹤0.01%
160,731
+79,808
2538
$8.55M ﹤0.01%
416,007
-57,878
2539
$8.54M ﹤0.01%
634,933
-15,610
2540
$8.53M ﹤0.01%
609,483
+359,586
2541
$8.53M ﹤0.01%
134,731
+41,950
2542
$8.52M ﹤0.01%
145,207
-7,349
2543
$8.51M ﹤0.01%
894,796
+134,653
2544
$8.5M ﹤0.01%
213,070
+20,820
2545
$8.5M ﹤0.01%
373,248
+147,962
2546
$8.48M ﹤0.01%
199,254
-147,677
2547
$8.48M ﹤0.01%
51,112
-14,815
2548
$8.47M ﹤0.01%
41,750
-13,448
2549
$8.46M ﹤0.01%
342,832
+14,212
2550
$8.45M ﹤0.01%
3,449,265
-3,832,435