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
3026
$5.29M ﹤0.01%
157,312
+41,225
3027
$5.28M ﹤0.01%
147,509
+92,432
3028
$5.26M ﹤0.01%
198,451
+31,839
3029
$5.26M ﹤0.01%
124,766
+108,782
3030
$5.26M ﹤0.01%
476,833
-4,457
3031
$5.26M ﹤0.01%
224,754
+92,995
3032
$5.26M ﹤0.01%
33,172
+15,185
3033
$5.25M ﹤0.01%
345,494
-295,372
3034
$5.25M ﹤0.01%
515,931
-46,875
3035
$5.24M ﹤0.01%
235,479
+35,922
3036
$5.23M ﹤0.01%
142,807
+14,472
3037
$5.22M ﹤0.01%
66,644
-60,289
3038
$5.22M ﹤0.01%
108,367
+36,182
3039
$5.22M ﹤0.01%
110,028
+52,960
3040
$5.21M ﹤0.01%
51,931
+14,644
3041
$5.21M ﹤0.01%
76,788
+10,427
3042
$5.2M ﹤0.01%
97,331
-15,775
3043
$5.2M ﹤0.01%
312,361
+205,654
3044
$5.2M ﹤0.01%
184,115
-4,454
3045
$5.2M ﹤0.01%
193,971
+8,668
3046
$5.2M ﹤0.01%
268,095
+57,100
3047
$5.19M ﹤0.01%
173,097
+11,948
3048
$5.18M ﹤0.01%
325,642
-118,632
3049
$5.17M ﹤0.01%
49,485
+4,290
3050
$5.17M ﹤0.01%
289,028
+10,215
120 121
122
123 124