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
626
$92.3M 0.03%
5,756,130
+4,313,745
627
$92.3M 0.03%
1,525,379
+39,024
628
$91.6M 0.03%
1,284,896
-693,796
629
$91.6M 0.03%
1,742,770
+329,245
630
$91.5M 0.03%
542,621
+14,490
631
$91.3M 0.03%
2,882,796
+216,874
632
$91.3M 0.03%
2,150,643
+25,443
633
$91.1M 0.02%
1,482,467
+430,811
634
$90.6M 0.02%
5,830,006
+1,115,689
635
$89.7M 0.02%
2,776,080
+427,127
636
$89.6M 0.02%
1,898,788
+245,492
637
$89.5M 0.02%
2,324,662
+149,180
638
$89.5M 0.02%
3,489,092
+219,700
639
$89.4M 0.02%
930,909
-91,089
640
$89.2M 0.02%
5,627,578
-1,913,351
641
$88.8M 0.02%
1,071,514
-25,663
642
$88.8M 0.02%
264,342
-76,362
643
$88.7M 0.02%
2,107,878
+59,015
644
$88.7M 0.02%
4,693,261
-140,980
645
$88.5M 0.02%
740,327
-176,211
646
$88.5M 0.02%
1,254,037
-300,910
647
$88.3M 0.02%
5,746,272
-907,516
648
$88.1M 0.02%
903,024
-345,677
649
$87.9M 0.02%
1,815,047
+103,295
650
$87.2M 0.02%
656,244
+2,694
24 25
26
27 28