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
1251
$33.2M 0.01%
368,780
+197,762
1252
$33.2M 0.01%
1,862,954
-13,903
1253
$33.2M 0.01%
1,058,899
+923,545
1254
$33.2M 0.01%
25,409
-1,528
1255
$33.1M 0.01%
55,565
-15,454
1256
$33.1M 0.01%
154,559
-30,740
1257
$33.1M 0.01%
1,547,874
-842,794
1258
$33.1M 0.01%
464,784
+12,370
1259
$33M 0.01%
613,091
+12,265
1260
$33M 0.01%
230,267
+156,897
1261
$33M 0.01%
262,870
+90,108
1262
$32.8M 0.01%
258,079
-70,251
1263
$32.7M 0.01%
651,987
-382,299
1264
$32.6M 0.01%
2,702,809
+34,012
1265
$32.6M 0.01%
323,394
+307,782
1266
$32.5M 0.01%
237,626
+9,827
1267
$32.5M 0.01%
642,209
-32,149
1268
$32.4M 0.01%
240,793
-1,927
1269
$32.4M 0.01%
352,098
-3,227
1270
$32.3M 0.01%
663,817
-50,668
1271
$32.3M 0.01%
1,217,819
+352,782
1272
$32.3M 0.01%
1,527,406
+37,425
1273
$32.3M 0.01%
301,611
+16,016
1274
$32.2M 0.01%
441,730
-17,332
1275
$32.1M 0.01%
872,028
-172,485
49 50
51
52 53