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
1076
$41.8M 0.01%
1,013,786
+100,125
1077
$41.7M 0.01%
196,486
+44,244
1078
$41.5M 0.01%
1,532,980
+868,900
1079
$41.5M 0.01%
1,412,105
+170,559
1080
$41.4M 0.01%
847,529
-55,605
1081
$41.4M 0.01%
1,059,348
-302,758
1082
$41.4M 0.01%
1,007,419
-160,835
1083
$41.3M 0.01%
4,080,294
+4,610
1084
$41.3M 0.01%
2,382,052
+34,337
1085
$41.1M 0.01%
4,055,680
-508,942
1086
$41.1M 0.01%
1,582,955
+48,135
1087
$41.1M 0.01%
1,413,689
+496,530
1088
$40.9M 0.01%
1,043,850
-62,233
1089
$40.9M 0.01%
742,182
+475,482
1090
$40.7M 0.01%
169,836
-94,087
1091
$40.7M 0.01%
602,916
+11,929
1092
$40.7M 0.01%
1,819,495
+627,357
1093
$40.6M 0.01%
397,473
-30,278
1094
$40.5M 0.01%
786,801
-63,153
1095
$40.4M 0.01%
390,208
+196,465
1096
$40.3M 0.01%
1,300,106
+597,836
1097
$40.2M 0.01%
893,128
+247,932
1098
$40.1M 0.01%
803,903
+21,028
1099
$40M 0.01%
800,301
+502,775
1100
$40M 0.01%
1,093,316
+32,293
42 43
44
45 46