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
1176
$35.8M 0.01%
527,310
+160,662
1177
$35.8M 0.01%
871,458
+316,525
1178
$35.8M 0.01%
203,682
-49,118
1179
$35.8M 0.01%
2,769,652
-5,778,902
1180
$35.7M 0.01%
1,269,858
-268,992
1181
$35.7M 0.01%
712,152
-97,038
1182
$35.7M 0.01%
1,077,587
+49,658
1183
$35.6M 0.01%
632,158
+204,202
1184
$35.5M 0.01%
1,113,540
+551,674
1185
$35.5M 0.01%
1,037,211
+33,078
1186
$35.5M 0.01%
2,035,952
+1,011,562
1187
$35.5M 0.01%
579,008
-151,220
1188
$35.4M 0.01%
4,528,667
+2,151,129
1189
$35.4M 0.01%
3,821,048
-1,307,453
1190
$35.4M 0.01%
1,461,751
+182,757
1191
$35.4M 0.01%
8,186,726
+176,130
1192
$35.3M 0.01%
6,064,500
-1,727,424
1193
$35.3M 0.01%
1,859,046
-294,311
1194
$35.3M 0.01%
778,595
-16,757
1195
$35.2M 0.01%
386,492
-80,549
1196
$35.2M 0.01%
3,116,581
+90,371
1197
$35.1M 0.01%
411,969
+40,504
1198
$35.1M 0.01%
1,357,072
+145,674
1199
$35M 0.01%
1,172,159
+149,929
1200
$35M 0.01%
1,951,928
-349,979
46 47
48
49 50