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
1276
$32.1M 0.01%
699,001
+40,059
1277
$32M 0.01%
537,911
-4,317
1278
$32M 0.01%
639,300
-61,491
1279
$32M 0.01%
1,013,853
+414,378
1280
$32M 0.01%
1,864,904
-356,907
1281
$32M 0.01%
565,105
+457,317
1282
$31.9M 0.01%
692,173
+637,058
1283
$31.9M 0.01%
208,216
+15,356
1284
$31.9M 0.01%
734,581
+133,135
1285
$31.9M 0.01%
844,658
+332,074
1286
$31.9M 0.01%
5,466,537
+347,833
1287
$31.8M 0.01%
685,438
+47,334
1288
$31.8M 0.01%
539,969
+150,043
1289
$31.8M 0.01%
193,155
+135,592
1290
$31.8M 0.01%
157,892
+10,922
1291
$31.7M 0.01%
1,791,988
+98,424
1292
$31.7M 0.01%
1,072,532
+338,847
1293
$31.6M 0.01%
2,354,967
-84,816
1294
$31.5M 0.01%
3,244,979
+1,921,724
1295
$31.5M 0.01%
3,092,460
+475,970
1296
$31.5M 0.01%
5,561,855
+108,337
1297
$31.4M 0.01%
1,253,687
+84,182
1298
$31.4M 0.01%
1,223,864
+319,154
1299
$31.4M 0.01%
69,472
+11,966
1300
$31.4M 0.01%
1,881,227
+376,218
50 51
52
53 54