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
1151
$37.3M 0.01%
1,308,735
+287,360
1152
$37.2M 0.01%
2,591,273
-1,481,277
1153
$37.1M 0.01%
1,210,443
+67,607
1154
$37M 0.01%
746,566
-1,288,412
1155
$37M 0.01%
1,468,031
-2,693,469
1156
$37M 0.01%
1,952,072
-278,934
1157
$36.9M 0.01%
1,202,301
+32,154
1158
$36.9M 0.01%
513,271
-9,082
1159
$36.8M 0.01%
1,036,093
+207,829
1160
$36.8M 0.01%
785,682
-1,496,320
1161
$36.8M 0.01%
861,173
-298,349
1162
$36.7M 0.01%
2,898,523
-134,884
1163
$36.7M 0.01%
1,228,020
-85,778
1164
$36.5M 0.01%
2,692,634
-280,739
1165
$36.5M 0.01%
2,428,293
+257,509
1166
$36.5M 0.01%
1,269,158
+104,995
1167
$36.4M 0.01%
1,397,579
+123,416
1168
$36.3M 0.01%
3,048,416
-54,709
1169
$36.2M 0.01%
2,079,028
+148,090
1170
$36.1M 0.01%
1,411,359
-117,021
1171
$36.1M 0.01%
594,527
+20,112
1172
$36M 0.01%
1,163,746
-1,497
1173
$36M 0.01%
1,504,934
+39,671
1174
$35.9M 0.01%
2,262,270
+139,589
1175
$35.9M 0.01%
1,644,641
-438,108
45 46
47
48 49