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
2901
$5.87M ﹤0.01%
156,519
+67,165
2902
$5.86M ﹤0.01%
77,159
-38,779
2903
$5.86M ﹤0.01%
219,689
+63,276
2904
$5.85M ﹤0.01%
417,846
+24,789
2905
$5.85M ﹤0.01%
247,946
+109,505
2906
$5.84M ﹤0.01%
212,503
+69,673
2907
$5.84M ﹤0.01%
457,415
+36,814
2908
$5.84M ﹤0.01%
449,018
+34,728
2909
$5.83M ﹤0.01%
2,279,344
+136,100
2910
$5.83M ﹤0.01%
118,290
+36,007
2911
$5.82M ﹤0.01%
109,899
-7,955
2912
$5.82M ﹤0.01%
101,550
-248,202
2913
$5.82M ﹤0.01%
203,924
+95,352
2914
$5.82M ﹤0.01%
82,222
-52,807
2915
$5.81M ﹤0.01%
43,601
+16,039
2916
$5.81M ﹤0.01%
306,650
-16,751
2917
$5.81M ﹤0.01%
278,018
-17,692
2918
$5.79M ﹤0.01%
532,225
-94,457
2919
$5.79M ﹤0.01%
678,591
+254,191
2920
$5.78M ﹤0.01%
93,437
+47,053
2921
$5.77M ﹤0.01%
144,190
+24,128
2922
$5.77M ﹤0.01%
458,420
+15,289
2923
$5.76M ﹤0.01%
340,050
+80,194
2924
$5.76M ﹤0.01%
446,660
+17,781
2925
$5.76M ﹤0.01%
421,912
-499,124
115 116
117
118 119