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
2776
$6.47M ﹤0.01%
748,751
+89,533
2777
$6.47M ﹤0.01%
127,473
+39,019
2778
$6.47M ﹤0.01%
857,624
+490,727
2779
$6.47M ﹤0.01%
108,583
+24,689
2780
$6.46M ﹤0.01%
135,835
-12,626
2781
$6.45M ﹤0.01%
142,228
-133,985
2782
$6.45M ﹤0.01%
345,801
+39,679
2783
$6.45M ﹤0.01%
469,703
+23,606
2784
$6.43M ﹤0.01%
221,215
+1,215
2785
$6.42M ﹤0.01%
105,783
+33,892
2786
$6.41M ﹤0.01%
38,898
+15,900
2787
$6.41M ﹤0.01%
91,833
+1,067
2788
$6.41M ﹤0.01%
227,688
-219,418
2789
$6.41M ﹤0.01%
351,573
+86,833
2790
$6.4M ﹤0.01%
320,761
-124,259
2791
$6.4M ﹤0.01%
162,321
+22,443
2792
$6.39M ﹤0.01%
126,781
-3,156
2793
$6.39M ﹤0.01%
450,089
+181,122
2794
$6.38M ﹤0.01%
386,002
+30,973
2795
$6.38M ﹤0.01%
143,809
-15,484
2796
$6.38M ﹤0.01%
100,861
-17,877
2797
$6.38M ﹤0.01%
1,219,262
+23,584
2798
$6.37M ﹤0.01%
74,925
-19,460
2799
$6.37M ﹤0.01%
227,494
+160,604
2800
$6.36M ﹤0.01%
15,791
-307
110 111
112
113 114