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
2701
$6.99M ﹤0.01%
138,195
+15,034
2702
$6.99M ﹤0.01%
318,409
+149,137
2703
$6.98M ﹤0.01%
354,462
+60,315
2704
$6.98M ﹤0.01%
233,562
-11,125
2705
$6.97M ﹤0.01%
103,410
+31,425
2706
$6.97M ﹤0.01%
108,076
+27,925
2707
$6.96M ﹤0.01%
188,733
+23,650
2708
$6.95M ﹤0.01%
99,235
+10,814
2709
$6.95M ﹤0.01%
210,927
+25,863
2710
$6.95M ﹤0.01%
1,030,870
+37,716
2711
$6.94M ﹤0.01%
48,367
-36,525
2712
$6.94M ﹤0.01%
339,068
+105,804
2713
$6.93M ﹤0.01%
371,293
+55,160
2714
$6.93M ﹤0.01%
422,397
-282,727
2715
$6.92M ﹤0.01%
204,016
+173,230
2716
$6.91M ﹤0.01%
517,323
+359,808
2717
$6.9M ﹤0.01%
282,611
-10,294
2718
$6.89M ﹤0.01%
149,235
-34,186
2719
$6.89M ﹤0.01%
203,565
-4,950
2720
$6.88M ﹤0.01%
308,116
+19,000
2721
$6.88M ﹤0.01%
37,701
-11,157
2722
$6.87M ﹤0.01%
389,458
+168,550
2723
$6.87M ﹤0.01%
584,561
+458,467
2724
$6.87M ﹤0.01%
497,560
-27,080
2725
$6.85M ﹤0.01%
318,436
+27,418
107 108
109
110 111