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
1051
$42.9M 0.01%
1,299,602
+132,529
1052
$42.9M 0.01%
1,583,689
-1,882,703
1053
$42.9M 0.01%
433,272
-17,467
1054
$42.8M 0.01%
1,405,318
+711,934
1055
$42.8M 0.01%
1,156,079
-89,534
1056
$42.7M 0.01%
511,077
+21,753
1057
$42.5M 0.01%
501,450
+116,653
1058
$42.5M 0.01%
1,338,576
+1,032,628
1059
$42.5M 0.01%
1,601,479
+137,164
1060
$42.4M 0.01%
303,589
-68,852
1061
$42.4M 0.01%
464,304
+208,835
1062
$42.4M 0.01%
1,069,465
-232,457
1063
$42.4M 0.01%
1,286,291
+226,775
1064
$42.4M 0.01%
1,338,696
-473,476
1065
$42.4M 0.01%
224,150
-45,364
1066
$42.3M 0.01%
1,198,181
+624,566
1067
$42.3M 0.01%
4,504,373
+246,594
1068
$42.2M 0.01%
3,610,704
+103,251
1069
$42.2M 0.01%
472,764
+49,096
1070
$42.1M 0.01%
536,090
-102,458
1071
$42.1M 0.01%
760,471
+137,455
1072
$42.1M 0.01%
803,930
-763,198
1073
$42M 0.01%
873,568
+617,037
1074
$41.9M 0.01%
820,294
+448,121
1075
$41.8M 0.01%
4,096,534
-276,430
41 42
43
44 45