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
2601
$8M ﹤0.01%
112,904
-6,514
2602
$7.99M ﹤0.01%
521,493
+98,061
2603
$7.97M ﹤0.01%
621
+67
2604
$7.96M ﹤0.01%
114,596
-10,705
2605
$7.96M ﹤0.01%
76,022
+59,877
2606
$7.96M ﹤0.01%
36,846
+10,015
2607
$7.95M ﹤0.01%
747,756
-6,498
2608
$7.95M ﹤0.01%
909,398
+167,191
2609
$7.94M ﹤0.01%
424,773
-162,471
2610
$7.94M ﹤0.01%
413,467
-4,495
2611
$7.94M ﹤0.01%
117,462
+17,165
2612
$7.91M ﹤0.01%
216,540
+115,724
2613
$7.91M ﹤0.01%
72,189
+3,969
2614
$7.9M ﹤0.01%
326,645
-82,023
2615
$7.89M ﹤0.01%
84,133
+19,859
2616
$7.88M ﹤0.01%
125,428
+73,766
2617
$7.85M ﹤0.01%
563,690
+83,049
2618
$7.83M ﹤0.01%
237,344
+91,827
2619
$7.82M ﹤0.01%
121,617
+38,283
2620
$7.82M ﹤0.01%
381,157
-93,769
2621
$7.82M ﹤0.01%
300,582
-4,925
2622
$7.81M ﹤0.01%
279,430
-196,219
2623
$7.79M ﹤0.01%
1,016,073
+21,024
2624
$7.79M ﹤0.01%
322,755
-7,255
2625
$7.79M ﹤0.01%
798,658
+109,684
103 104
105
106 107