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
651
$87M 0.02%
916,149
-13,471
652
$86.8M 0.02%
2,068,761
+22,926
653
$86.8M 0.02%
4,700,476
+2,557,324
654
$86.7M 0.02%
1,322,848
+142,182
655
$86.7M 0.02%
1,683,235
+788,302
656
$86.5M 0.02%
3,022,234
+287,775
657
$86.4M 0.02%
2,303,265
-46,514
658
$86.4M 0.02%
546,148
+65,461
659
$86.2M 0.02%
1,962,480
+364,700
660
$86.2M 0.02%
1,676,867
+1,409
661
$86.1M 0.02%
10,697,559
+20,899
662
$86M 0.02%
5,907,349
+1,867,720
663
$86M 0.02%
945,964
-419,632
664
$86M 0.02%
1,880,373
-79,191
665
$84.8M 0.02%
703,823
+10,382
666
$84.6M 0.02%
2,438,510
+132,102
667
$84.2M 0.02%
4,510,164
-292,851
668
$83.9M 0.02%
1,229,609
+46,029
669
$83.6M 0.02%
736,618
+77,786
670
$83.6M 0.02%
700,830
+205,103
671
$83.4M 0.02%
3,658,216
-513,277
672
$83.4M 0.02%
2,884,514
+1,835,167
673
$82.8M 0.02%
1,755,924
-47,398
674
$82.5M 0.02%
9,492,130
+1,092,724
675
$82.2M 0.02%
330,453
+154,960
25 26
27
28 29