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
5776
$37K ﹤0.01%
14,000
+10,000
5777
$37K ﹤0.01%
13,669
-3,000
5778
$36K ﹤0.01%
10,333
-1,167
5779
$36K ﹤0.01%
1,851
-1,063
5780
$36K ﹤0.01%
11,234
-5,646
5781
$36K ﹤0.01%
2,001
5782
$35K ﹤0.01%
11,851
+11,172
5783
$35K ﹤0.01%
1,176
+476
5784
$35K ﹤0.01%
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5785
$35K ﹤0.01%
498
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5786
$35K ﹤0.01%
1,600
-1,520
5787
$35K ﹤0.01%
7,508
-7,329
5788
$35K ﹤0.01%
877
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5789
$35K ﹤0.01%
16,272
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5790
$35K ﹤0.01%
1,963
-1,835
5791
$35K ﹤0.01%
597
5792
$34K ﹤0.01%
1,750
5793
$34K ﹤0.01%
365
-2,928
5794
$34K ﹤0.01%
6
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5795
$34K ﹤0.01%
29,046
5796
$34K ﹤0.01%
14,209
-7,485
5797
$34K ﹤0.01%
4,500
+250
5798
$34K ﹤0.01%
+1,179
5799
$34K ﹤0.01%
371
+100
5800
$33K ﹤0.01%
3,500
230 231
232
233 234