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
2676
$7.14M ﹤0.01%
69,446
-20,218
2677
$7.13M ﹤0.01%
151,211
-1,731
2678
$7.13M ﹤0.01%
278,504
-35,136
2679
$7.12M ﹤0.01%
114,668
+39,589
2680
$7.12M ﹤0.01%
696,491
-69,107
2681
$7.11M ﹤0.01%
1,304,561
+1,009,234
2682
$7.09M ﹤0.01%
383,335
-58,562
2683
$7.09M ﹤0.01%
286,459
-33,413
2684
$7.09M ﹤0.01%
135,425
+37,368
2685
$7.08M ﹤0.01%
+141,046
2686
$7.07M ﹤0.01%
115,997
+19,466
2687
$7.06M ﹤0.01%
58,380
-27,658
2688
$7.05M ﹤0.01%
210,496
+20,185
2689
$7.04M ﹤0.01%
260,878
+12,321
2690
$7.03M ﹤0.01%
70,343
+13,639
2691
$7.03M ﹤0.01%
270,184
-134,452
2692
$7.03M ﹤0.01%
376,717
-299,005
2693
$7.02M ﹤0.01%
129,563
+14,176
2694
$7.01M ﹤0.01%
88,823
+259
2695
$7M ﹤0.01%
731,822
-216,478
2696
$7M ﹤0.01%
373,232
-178,019
2697
$7M ﹤0.01%
57,006
+28,476
2698
$7M ﹤0.01%
1,627,291
-90,125
2699
$7M ﹤0.01%
77,242
-29
2700
$7M ﹤0.01%
+316,253
106 107
108
109 110