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
1226
$34.1M 0.01%
5,895,984
+5,139,360
1227
$34.1M 0.01%
1,943,932
-85,863
1228
$34M 0.01%
1,140,061
+321,486
1229
$34M 0.01%
568,420
+468,408
1230
$33.9M 0.01%
1,097,798
+24,043
1231
$33.9M 0.01%
1,271,800
+430,731
1232
$33.9M 0.01%
273,440
-27,345
1233
$33.9M 0.01%
2,410,373
-308,773
1234
$33.9M 0.01%
832,389
+242,182
1235
$33.8M 0.01%
131,965
+52,065
1236
$33.7M 0.01%
2,443,390
-1,056,542
1237
$33.7M 0.01%
1,314,289
+103,834
1238
$33.7M 0.01%
794,202
+608,619
1239
$33.7M 0.01%
1,187,090
-768,833
1240
$33.7M 0.01%
142,691
+12,026
1241
$33.7M 0.01%
3,711,258
+281,585
1242
$33.7M 0.01%
684,289
+368,162
1243
$33.7M 0.01%
887,902
+358,989
1244
$33.6M 0.01%
377,512
-569,423
1245
$33.6M 0.01%
685,370
+130,557
1246
$33.6M 0.01%
945,946
+79,770
1247
$33.6M 0.01%
370,964
+60,008
1248
$33.4M 0.01%
5,743,809
+131,362
1249
$33.4M 0.01%
444,624
+287,672
1250
$33.3M 0.01%
695,059
+140,834
48 49
50
51 52