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
576
$104M 0.03%
2,262,277
+167,934
577
$103M 0.03%
5,793,932
+487,134
578
$103M 0.03%
1,380,285
-132,520
579
$103M 0.03%
29,302
+1,914
580
$102M 0.03%
929,395
-247,218
581
$102M 0.03%
1,389,823
+252,758
582
$102M 0.03%
1,115,531
+148,592
583
$102M 0.03%
3,416,758
+149,544
584
$102M 0.03%
1,843,178
+3,934
585
$101M 0.03%
3,466,874
+50,717
586
$101M 0.03%
5,282,472
+1,967,579
587
$101M 0.03%
2,858,470
+161,139
588
$100M 0.03%
691,356
+179,084
589
$100M 0.03%
2,092,730
+163,848
590
$100M 0.03%
5,605,305
+1,950,513
591
$100M 0.03%
3,230,142
+859,371
592
$99.9M 0.03%
874,055
-100,331
593
$99.9M 0.03%
5,267,841
-409,168
594
$99.7M 0.03%
3,004,703
+276,075
595
$99.5M 0.03%
848,862
+52,691
596
$99.4M 0.03%
2,241,450
-826,306
597
$98.9M 0.03%
1,682,661
+169,801
598
$98.8M 0.03%
1,066,181
+588,043
599
$98.7M 0.03%
938,257
+329,937
600
$98.7M 0.03%
6,817,980
-25,408
22 23
24
25 26