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
1426
$26.4M 0.01%
1,959,235
-103,285
1427
$26.4M 0.01%
210,588
+44,363
1428
$26.3M 0.01%
916,399
-279,217
1429
$26.3M 0.01%
560,653
-63,446
1430
$26.3M 0.01%
737,054
+650,665
1431
$26.2M 0.01%
2,361,462
-8,539
1432
$26.2M 0.01%
238,957
+11,667
1433
$26.1M 0.01%
840,352
+443,957
1434
$26.1M 0.01%
689,099
+359,992
1435
$26M 0.01%
1,123,707
+153,573
1436
$26M 0.01%
3,283,912
+184,247
1437
$26M 0.01%
805,010
-33,545
1438
$26M 0.01%
443,666
+304,273
1439
$25.9M 0.01%
343,955
+283,972
1440
$25.9M 0.01%
1,158,775
+438,599
1441
$25.9M 0.01%
828,540
-26,550
1442
$25.9M 0.01%
285,853
-52,296
1443
$25.9M 0.01%
11,220
+2,692
1444
$25.9M 0.01%
126,095
+20,129
1445
$25.8M 0.01%
653,308
-259,733
1446
$25.8M 0.01%
507,428
-258,270
1447
$25.7M 0.01%
510,817
+23,011
1448
$25.7M 0.01%
569,262
-33,641
1449
$25.7M 0.01%
173,850
-342,588
1450
$25.5M 0.01%
497,896
+51,283
56 57
58
59 60