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
3101
$4.87M ﹤0.01%
240,920
+14,296
3102
$4.87M ﹤0.01%
+123,147
3103
$4.87M ﹤0.01%
188,033
+114,481
3104
$4.86M ﹤0.01%
492,090
-124,010
3105
$4.86M ﹤0.01%
152,747
+109,474
3106
$4.86M ﹤0.01%
283,445
+37,235
3107
$4.84M ﹤0.01%
177,683
+12,707
3108
$4.84M ﹤0.01%
192,621
+59,943
3109
$4.83M ﹤0.01%
306,236
+187,104
3110
$4.82M ﹤0.01%
41,903
+15,072
3111
$4.82M ﹤0.01%
168,144
+39,246
3112
$4.81M ﹤0.01%
110,757
+12,609
3113
$4.81M ﹤0.01%
256,528
-126,458
3114
$4.81M ﹤0.01%
63,234
+13,564
3115
$4.8M ﹤0.01%
63,979
+6,144
3116
$4.8M ﹤0.01%
80,492
-13,035
3117
$4.79M ﹤0.01%
47,076
+276
3118
$4.78M ﹤0.01%
67,713
+10,382
3119
$4.78M ﹤0.01%
127,026
+33,378
3120
$4.77M ﹤0.01%
150,360
+6,039
3121
$4.77M ﹤0.01%
404,274
-53,376
3122
$4.77M ﹤0.01%
180,940
+47,707
3123
$4.76M ﹤0.01%
86,004
+980
3124
$4.74M ﹤0.01%
174,903
+152,264
3125
$4.74M ﹤0.01%
378,860
+29,805
123 124
125
126 127