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
2926
$5.76M ﹤0.01%
392,842
-19,353
2927
$5.75M ﹤0.01%
74,996
+26,716
2928
$5.75M ﹤0.01%
72,536
+7,264
2929
$5.75M ﹤0.01%
2,467,075
+710,274
2930
$5.73M ﹤0.01%
340,025
+64,953
2931
$5.73M ﹤0.01%
129,572
+26,630
2932
$5.72M ﹤0.01%
279,651
-11,768
2933
$5.72M ﹤0.01%
56,931
-31,224
2934
$5.72M ﹤0.01%
429,091
-228,153
2935
$5.72M ﹤0.01%
82,315
+9,154
2936
$5.71M ﹤0.01%
110,235
-6,381
2937
$5.7M ﹤0.01%
165,246
+91,560
2938
$5.7M ﹤0.01%
276,547
+75,281
2939
$5.69M ﹤0.01%
154,790
+48,668
2940
$5.69M ﹤0.01%
340,157
+155,342
2941
$5.69M ﹤0.01%
202,070
+106,319
2942
$5.69M ﹤0.01%
308,346
-41,756
2943
$5.68M ﹤0.01%
76,734
+20,888
2944
$5.68M ﹤0.01%
273,747
-68,251
2945
$5.68M ﹤0.01%
236,398
+90,512
2946
$5.67M ﹤0.01%
290,286
-600
2947
$5.67M ﹤0.01%
58,512
+4,668
2948
$5.67M ﹤0.01%
561,140
+87,675
2949
$5.66M ﹤0.01%
153,900
+39,404
2950
$5.66M ﹤0.01%
209,849
+28,606