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
2551
$8.43M ﹤0.01%
317,228
+159,326
2552
$8.42M ﹤0.01%
127,508
+79,707
2553
$8.41M ﹤0.01%
334,592
+33,124
2554
$8.41M ﹤0.01%
127,974
+52,774
2555
$8.41M ﹤0.01%
163,762
+22,474
2556
$8.41M ﹤0.01%
273,581
+141,724
2557
$8.4M ﹤0.01%
735,371
+532
2558
$8.4M ﹤0.01%
415,787
+99,810
2559
$8.4M ﹤0.01%
1,609,232
+202,393
2560
$8.4M ﹤0.01%
4,492,288
+765,580
2561
$8.39M ﹤0.01%
164,683
-5,557
2562
$8.39M ﹤0.01%
269,647
+21,714
2563
$8.39M ﹤0.01%
166,472
-7,372
2564
$8.38M ﹤0.01%
101,125
+53,504
2565
$8.37M ﹤0.01%
534,621
-81,024
2566
$8.37M ﹤0.01%
99,168
+25,552
2567
$8.36M ﹤0.01%
276,861
+154,788
2568
$8.35M ﹤0.01%
262,907
-180,432
2569
$8.34M ﹤0.01%
577,536
-29,820
2570
$8.34M ﹤0.01%
209,768
+5,192
2571
$8.32M ﹤0.01%
232,955
+5,568
2572
$8.31M ﹤0.01%
264,849
+169,913
2573
$8.31M ﹤0.01%
328,604
+25,946
2574
$8.3M ﹤0.01%
183,130
-10,620
2575
$8.29M ﹤0.01%
129,252
-281
101 102
103
104 105