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
2626
$7.78M ﹤0.01%
224,723
+60,337
2627
$7.76M ﹤0.01%
16,061
-4,425
2628
$7.75M ﹤0.01%
4,006
+1,712
2629
$7.75M ﹤0.01%
391,151
+27,908
2630
$7.71M ﹤0.01%
115,485
-15,118
2631
$7.71M ﹤0.01%
123,154
+84,485
2632
$7.71M ﹤0.01%
201,329
+146,663
2633
$7.71M ﹤0.01%
351,666
+298,399
2634
$7.7M ﹤0.01%
531,717
-51,929
2635
$7.7M ﹤0.01%
336,754
+249,614
2636
$7.69M ﹤0.01%
160,654
+49,866
2637
$7.68M ﹤0.01%
415,100
-715
2638
$7.68M ﹤0.01%
281,924
+91,675
2639
$7.67M ﹤0.01%
67,666
-452,571
2640
$7.66M ﹤0.01%
211,259
+18,464
2641
$7.65M ﹤0.01%
319,609
+109,156
2642
$7.65M ﹤0.01%
117,709
-53,102
2643
$7.64M ﹤0.01%
169,908
+42,509
2644
$7.64M ﹤0.01%
441,648
+116,546
2645
$7.63M ﹤0.01%
187,043
+2,846
2646
$7.63M ﹤0.01%
15,469
+5,894
2647
$7.6M ﹤0.01%
359,153
-63,322
2648
$7.6M ﹤0.01%
1,238,161
-192,041
2649
$7.6M ﹤0.01%
432,774
+4,224
2650
$7.58M ﹤0.01%
787,090
+32,337
104 105
106
107 108