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
1101
$40M 0.01%
813,801
+493,117
1102
$39.7M 0.01%
1,207,456
-168,854
1103
$39.6M 0.01%
2,216,483
-183,274
1104
$39.6M 0.01%
1,168,616
+440,202
1105
$39.6M 0.01%
2,719,015
+359,030
1106
$39.5M 0.01%
1,569,258
+1,414,928
1107
$39.5M 0.01%
2,389,750
+377,340
1108
$39.4M 0.01%
3,531,984
+366,978
1109
$39.3M 0.01%
987,985
+537,650
1110
$39.2M 0.01%
2,155,962
-266,925
1111
$39.1M 0.01%
2,014,628
+17,021
1112
$38.9M 0.01%
245,103
+26,590
1113
$38.9M 0.01%
1,862,275
-483,661
1114
$38.9M 0.01%
976,047
+86,929
1115
$38.9M 0.01%
1,579,633
-1,689,808
1116
$38.8M 0.01%
4,436,655
+128,305
1117
$38.8M 0.01%
3,966,911
+471,112
1118
$38.7M 0.01%
740,922
-448,547
1119
$38.7M 0.01%
874,551
+164,260
1120
$38.7M 0.01%
907,244
+371,203
1121
$38.5M 0.01%
550,663
+55,456
1122
$38.4M 0.01%
1,476,915
-3,337,880
1123
$38.4M 0.01%
315,214
+156,510
1124
$38.4M 0.01%
501,613
+295,736
1125
$38.3M 0.01%
449,641
+196,295
43 44
45
46 47