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
2976
$5.55M ﹤0.01%
109,334
+48,045
2977
$5.54M ﹤0.01%
121,423
+27,389
2978
$5.54M ﹤0.01%
209,615
-35
2979
$5.54M ﹤0.01%
477,580
-864,593
2980
$5.52M ﹤0.01%
248,256
+13,153
2981
$5.51M ﹤0.01%
95,166
-7,721
2982
$5.51M ﹤0.01%
2,684,784
+1,827,904
2983
$5.49M ﹤0.01%
28,460
-28,848
2984
$5.49M ﹤0.01%
369,629
-65,523
2985
$5.48M ﹤0.01%
210,605
-7,524
2986
$5.48M ﹤0.01%
373,291
+22,038
2987
$5.47M ﹤0.01%
651,795
-54,465
2988
$5.47M ﹤0.01%
145,505
+78,083
2989
$5.47M ﹤0.01%
506,064
+32,342
2990
$5.46M ﹤0.01%
623,159
-214,384
2991
$5.44M ﹤0.01%
91,720
+21,526
2992
$5.44M ﹤0.01%
48,184
+10,474
2993
$5.44M ﹤0.01%
271,029
+9,960
2994
$5.43M ﹤0.01%
223,276
+182,301
2995
$5.43M ﹤0.01%
225,485
-19,781
2996
$5.43M ﹤0.01%
717,161
+532,205
2997
$5.42M ﹤0.01%
241,100
+126,861
2998
$5.42M ﹤0.01%
111,368
+75,755
2999
$5.42M ﹤0.01%
275,034
+56,077
3000
$5.41M ﹤0.01%
47,870
-12,297
118 119
120
121 122