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
701
$75.8M 0.02%
2,585,188
-19,077
702
$75.2M 0.02%
1,770,543
+33,541
703
$75.1M 0.02%
388,963
-31,091
704
$75.1M 0.02%
1,475,927
-168,155
705
$75M 0.02%
973,463
+81,111
706
$75M 0.02%
6,397,695
-1,604,125
707
$74.9M 0.02%
2,149,310
-458,465
708
$74.9M 0.02%
1,428,759
-1,435,109
709
$74.9M 0.02%
1,246,950
+47,490
710
$74.6M 0.02%
1,012,802
+48,648
711
$74.4M 0.02%
3,548,840
-55,070
712
$74.3M 0.02%
2,149,044
+1,841,618
713
$74.1M 0.02%
3,972,763
-574,685
714
$74.1M 0.02%
754,887
+275,874
715
$73.8M 0.02%
2,232,588
+502,166
716
$73.7M 0.02%
1,552,904
+37,399
717
$73.6M 0.02%
857,557
+159,365
718
$73.4M 0.02%
1,300,793
+605,617
719
$73.1M 0.02%
1,688,641
-361,353
720
$73.1M 0.02%
1,695,063
-456,443
721
$72.9M 0.02%
1,627,808
-86,836
722
$72.8M 0.02%
953,369
+23,841
723
$72.8M 0.02%
506,619
-468,203
724
$72.7M 0.02%
2,427,776
+132,022
725
$72.7M 0.02%
1,488,646
-11,574
27 28
29
30 31