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
3076
$4.98M ﹤0.01%
182,156
+58,231
3077
$4.98M ﹤0.01%
136,373
+5,532
3078
$4.98M ﹤0.01%
83,859
-39,608
3079
$4.97M ﹤0.01%
232,025
-3,045
3080
$4.97M ﹤0.01%
149,666
+1,904
3081
$4.97M ﹤0.01%
140,344
-30,829
3082
$4.96M ﹤0.01%
320,763
-9,085
3083
$4.95M ﹤0.01%
129,544
-62,134
3084
$4.95M ﹤0.01%
277,850
-1,616
3085
$4.94M ﹤0.01%
279,130
+85,406
3086
$4.94M ﹤0.01%
73,783
+59,639
3087
$4.94M ﹤0.01%
316,395
-231,609
3088
$4.94M ﹤0.01%
139,680
+50,447
3089
$4.91M ﹤0.01%
97,075
-10,630
3090
$4.91M ﹤0.01%
423,083
-83,511
3091
$4.9M ﹤0.01%
83,305
+11,411
3092
$4.9M ﹤0.01%
295,290
+252,103
3093
$4.89M ﹤0.01%
257,375
+52,197
3094
$4.89M ﹤0.01%
265,546
+15,841
3095
$4.88M ﹤0.01%
67,645
-17,306
3096
$4.88M ﹤0.01%
329,013
+158,256
3097
$4.88M ﹤0.01%
139,030
-37,933
3098
$4.87M ﹤0.01%
83,296
+37,198
3099
$4.87M ﹤0.01%
277,173
-13,099
3100
$4.87M ﹤0.01%
87,955
+46,482
122 123
124
125 126