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
1301
$31.4M 0.01%
2,812,309
+1,036,751
1302
$31.4M 0.01%
727,962
+62,636
1303
$31.2M 0.01%
325,786
+42,187
1304
$31.2M 0.01%
1,081,161
+531,529
1305
$31.1M 0.01%
387,227
-244,399
1306
$31.1M 0.01%
379,080
-69,094
1307
$31.1M 0.01%
669,792
+6,616
1308
$31M 0.01%
273,887
+3,007
1309
$30.9M 0.01%
482,778
+71,156
1310
$30.9M 0.01%
758,395
+616,500
1311
$30.8M 0.01%
1,379,569
+55,421
1312
$30.8M 0.01%
283,320
-40,611
1313
$30.7M 0.01%
1,010,107
+167,879
1314
$30.7M 0.01%
1,141,418
+27,003
1315
$30.7M 0.01%
410,812
+300,672
1316
$30.6M 0.01%
335,814
+165,103
1317
$30.5M 0.01%
648,164
-118,843
1318
$30.5M 0.01%
1,073,434
-164,191
1319
$30.4M 0.01%
331,658
-11,322
1320
$30.4M 0.01%
723,880
+176,098
1321
$30.3M 0.01%
948,102
+220,137
1322
$30.3M 0.01%
2,968,120
+1,354,212
1323
$30.3M 0.01%
1,261,791
+87,456
1324
$30.3M 0.01%
534,970
+24,698
1325
$30.3M 0.01%
509,767
+276,388
51 52
53
54 55