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
676
$81.7M 0.02%
2,538,048
+484,055
677
$81.6M 0.02%
818,494
+411,829
678
$81.1M 0.02%
2,265,365
+766,423
679
$80.5M 0.02%
468,478
-141,046
680
$80.4M 0.02%
8,287,632
+4,629,238
681
$80.1M 0.02%
2,020,842
+614,693
682
$79.7M 0.02%
1,616,500
-424,370
683
$79.7M 0.02%
1,284,825
+412,943
684
$79.3M 0.02%
4,045,982
-136,524
685
$79.3M 0.02%
758,465
+206,508
686
$79.1M 0.02%
1,836,231
-114,589
687
$78.9M 0.02%
401,687
-113,515
688
$78.5M 0.02%
2,769,588
+514,376
689
$78.3M 0.02%
2,345,746
+84,906
690
$77.9M 0.02%
1,185,680
-7,429
691
$77.8M 0.02%
847,833
+162,912
692
$77.7M 0.02%
5,681,528
+390,372
693
$77.5M 0.02%
499,481
+74,999
694
$77.2M 0.02%
2,048,272
-552,763
695
$76.9M 0.02%
4,043,135
+1,872,779
696
$76.7M 0.02%
3,192,554
-188,590
697
$76.7M 0.02%
384,376
-34,746
698
$76.6M 0.02%
2,916,376
-662,114
699
$76.4M 0.02%
3,387,811
-246
700
$76.4M 0.02%
2,471,514
-2,276,460
26 27
28
29 30