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
901
$54M 0.01%
1,676,590
+69,914
902
$54M 0.01%
466,908
-291,671
903
$53.6M 0.01%
391,181
+6,718
904
$53.4M 0.01%
1,018,254
+342,228
905
$53.4M 0.01%
872,589
+26,253
906
$53.3M 0.01%
728,880
+316,532
907
$53.3M 0.01%
1,381,755
-728,652
908
$53.3M 0.01%
981,038
+688
909
$53.1M 0.01%
2,071,320
-726,203
910
$53.1M 0.01%
1,304,425
+331,471
911
$53.1M 0.01%
4,963,882
-1,388,904
912
$53M 0.01%
1,427,143
+781,529
913
$53M 0.01%
1,588,909
-29,595
914
$53M 0.01%
1,108,025
+32,683
915
$52.9M 0.01%
920,354
-33,270
916
$52.9M 0.01%
306,411
-370
917
$52.8M 0.01%
643,349
-32,127
918
$52.8M 0.01%
1,549,479
+97,924
919
$52.7M 0.01%
1,607,377
-312,338
920
$52.6M 0.01%
1,243,858
-714,992
921
$52.5M 0.01%
618,882
-331,095
922
$52.5M 0.01%
2,005,200
-1,069,813
923
$52.4M 0.01%
861,306
+148,035
924
$52.4M 0.01%
552,993
-29,260
925
$52.3M 0.01%
855,786
+68,692
35 36
37
38 39