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
2851
$6.12M ﹤0.01%
212,292
+203,694
2852
$6.11M ﹤0.01%
269,491
-266,507
2853
$6.11M ﹤0.01%
2,014
-76
2854
$6.11M ﹤0.01%
306,276
-20,189
2855
$6.11M ﹤0.01%
72,592
+14,985
2856
$6.1M ﹤0.01%
397,093
+20,577
2857
$6.09M ﹤0.01%
40,146
+6,852
2858
$6.09M ﹤0.01%
183,800
+56,591
2859
$6.08M ﹤0.01%
271,222
+20,599
2860
$6.08M ﹤0.01%
151,524
+23,582
2861
$6.06M ﹤0.01%
514,228
-49,247
2862
$6.06M ﹤0.01%
48,441
+14,573
2863
$6.06M ﹤0.01%
136,239
-81,892
2864
$6.06M ﹤0.01%
91,084
+1,980
2865
$6.06M ﹤0.01%
474,583
+9,088
2866
$6.06M ﹤0.01%
177,688
+97,724
2867
$6.06M ﹤0.01%
113,608
-12,072
2868
$6.05M ﹤0.01%
375,512
+184,452
2869
$6.05M ﹤0.01%
170,224
-20,214
2870
$6.05M ﹤0.01%
825,976
-60,246
2871
$6.05M ﹤0.01%
331,773
-312,630
2872
$6.03M ﹤0.01%
412,165
-269,551
2873
$6.03M ﹤0.01%
683,242
-263,415
2874
$6.02M ﹤0.01%
117,439
+74,612
2875
$6.02M ﹤0.01%
583,627
+2,975
113 114
115
116 117