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
3051
$5.17M ﹤0.01%
491,911
-7,388
3052
$5.14M ﹤0.01%
119,710
-169,388
3053
$5.14M ﹤0.01%
322,736
-287,471
3054
$5.14M ﹤0.01%
73,541
+30,707
3055
$5.14M ﹤0.01%
162,599
-220,238
3056
$5.13M ﹤0.01%
211,762
-247,762
3057
$5.12M ﹤0.01%
108,990
+28,084
3058
$5.09M ﹤0.01%
168,838
+150,937
3059
$5.09M ﹤0.01%
96,308
+83,822
3060
$5.09M ﹤0.01%
260,886
+52,417
3061
$5.08M ﹤0.01%
107,018
-8,429
3062
$5.08M ﹤0.01%
57,948
-18,415
3063
$5.08M ﹤0.01%
394,661
+28,690
3064
$5.07M ﹤0.01%
154,810
-305,130
3065
$5.06M ﹤0.01%
240,773
+8,443
3066
$5.05M ﹤0.01%
990,108
+586,985
3067
$5.04M ﹤0.01%
160,347
-77,156
3068
$5.04M ﹤0.01%
197,996
+39,111
3069
$5.02M ﹤0.01%
131,614
-15,308
3070
$5.02M ﹤0.01%
178,248
-62,166
3071
$5M ﹤0.01%
158,822
+61,181
3072
$4.99M ﹤0.01%
147,932
+54,014
3073
$4.99M ﹤0.01%
59,468
+2,065
3074
$4.98M ﹤0.01%
218,916
+33,383
3075
$4.98M ﹤0.01%
488,830
+56,221
121 122
123
124 125