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
1026
$44.5M 0.01%
1,016,009
+65,090
1027
$44.4M 0.01%
304,234
-6,429
1028
$44.4M 0.01%
3,230,452
-62,823
1029
$44.3M 0.01%
1,014,234
+81,235
1030
$44.3M 0.01%
360,345
+83,756
1031
$44.3M 0.01%
529,872
+311,422
1032
$44.3M 0.01%
1,504,157
+730,466
1033
$44.3M 0.01%
4,795,259
+754,290
1034
$44.3M 0.01%
667,395
+51,309
1035
$44.2M 0.01%
1,006,141
+163,874
1036
$44.1M 0.01%
1,302,299
-124,952
1037
$44.1M 0.01%
1,164,100
+810,216
1038
$44M 0.01%
673,750
+91,162
1039
$43.9M 0.01%
1,266,349
-44,412
1040
$43.9M 0.01%
2,310,390
-31,840
1041
$43.8M 0.01%
2,267,785
+1,135,807
1042
$43.6M 0.01%
1,583,116
-482,993
1043
$43.6M 0.01%
96,214
-18,585
1044
$43.6M 0.01%
1,838,220
+824,504
1045
$43.5M 0.01%
911,123
-371,118
1046
$43.5M 0.01%
918,788
+246,839
1047
$43.4M 0.01%
2,156,288
-346,400
1048
$43.3M 0.01%
784,688
+38,064
1049
$43.2M 0.01%
+2,098,935
1050
$43M 0.01%
870,233
-37,223
40 41
42
43 44