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
5751
$39K ﹤0.01%
1,848
5752
– –
0
5753
$39K ﹤0.01%
18,179
+12,804
5754
$39K ﹤0.01%
28,845
-3,559
5755
$39K ﹤0.01%
6,443
+4,443
5756
$39K ﹤0.01%
14,383
-8,915
5757
$39K ﹤0.01%
2,678
-2,142
5758
$38K ﹤0.01%
15,180
+7,530
5759
$38K ﹤0.01%
15,009
+15,000
5760
$38K ﹤0.01%
4,585
+850
5761
$38K ﹤0.01%
833
+818
5762
$38K ﹤0.01%
5,146
+1,472
5763
$38K ﹤0.01%
1,470
+681
5764
$38K ﹤0.01%
12,500
+10,000
5765
$38K ﹤0.01%
581
-130
5766
$38K ﹤0.01%
3,817
+3,816
5767
$37K ﹤0.01%
3,250
5768
$37K ﹤0.01%
1,005
+995
5769
$37K ﹤0.01%
2,963
-27
5770
$37K ﹤0.01%
258
+100
5771
$37K ﹤0.01%
1,174
5772
$37K ﹤0.01%
1,505
-475
5773
$37K ﹤0.01%
1,679
+1
5774
$37K ﹤0.01%
817
-359
5775
$37K ﹤0.01%
60
-15
229 230
231
232 233