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
2951
$5.66M ﹤0.01%
143,639
+39,977
2952
$5.65M ﹤0.01%
619,113
+266,933
2953
$5.65M ﹤0.01%
298,163
-147,455
2954
$5.64M ﹤0.01%
70,019
+23,288
2955
$5.64M ﹤0.01%
842,033
+165,881
2956
$5.64M ﹤0.01%
243,694
+76,147
2957
$5.64M ﹤0.01%
102,324
+22,459
2958
$5.63M ﹤0.01%
149,381
+39,688
2959
$5.63M ﹤0.01%
129,314
+28,883
2960
$5.63M ﹤0.01%
229,317
+144,360
2961
$5.63M ﹤0.01%
228,725
+11,658
2962
$5.63M ﹤0.01%
814,421
-210,811
2963
$5.62M ﹤0.01%
37,270
+12,889
2964
$5.62M ﹤0.01%
699,654
-110,442
2965
$5.62M ﹤0.01%
129,433
-12,104
2966
$5.62M ﹤0.01%
115,874
+18,512
2967
$5.61M ﹤0.01%
45,771
+13,578
2968
$5.61M ﹤0.01%
113,348
-56,531
2969
$5.59M ﹤0.01%
520,489
+102,248
2970
$5.59M ﹤0.01%
344,485
-63,485
2971
$5.58M ﹤0.01%
234,170
+61,976
2972
$5.58M ﹤0.01%
152,414
+76,692
2973
$5.57M ﹤0.01%
66,517
+18,912
2974
$5.57M ﹤0.01%
360,132
+89,765
2975
$5.56M ﹤0.01%
186,035
-135,835