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
851
$58.8M 0.02%
1,205,423
+1,539
852
$58.8M 0.02%
1,823,208
+739,818
853
$58.4M 0.02%
1,162,355
+86,425
854
$58.2M 0.02%
310,773
+124,254
855
$58.2M 0.02%
606,582
-3,176,106
856
$58.2M 0.02%
667,343
-123,750
857
$58.2M 0.02%
901,583
+74,914
858
$58M 0.02%
1,031,938
+396,720
859
$58M 0.02%
1,155,128
-1,725,212
860
$57.9M 0.02%
427,642
+40,281
861
$57.8M 0.02%
1,901,134
+91,056
862
$57.7M 0.02%
1,426,033
+101,838
863
$57.7M 0.02%
502,059
-81,637
864
$57.6M 0.02%
1,130,704
+18,278
865
$57.5M 0.02%
1,109,501
-271,289
866
$57.5M 0.02%
2,016,328
-2,274,543
867
$57.4M 0.02%
4,689,325
-7,201,333
868
$57.3M 0.02%
2,625,164
+638,843
869
$57.1M 0.02%
5,290,672
+888,964
870
$57.1M 0.02%
1,425,870
+78,107
871
$57M 0.02%
1,298,928
+669,069
872
$56.9M 0.02%
887,007
+514,245
873
$56.8M 0.02%
2,064,047
+497,628
874
$56.6M 0.02%
597,785
+395,135
875
$56.6M 0.02%
1,553,658
-729,197
33 34
35
36 37