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
1451
$25.5M 0.01%
810,165
+286,843
1452
$25.5M 0.01%
1,024,508
+205,489
1453
$25.5M 0.01%
790,252
-1,456,532
1454
$25.4M 0.01%
1,645,921
-37,680
1455
$25.4M 0.01%
870,246
-243,927
1456
$25.3M 0.01%
969,714
+37,870
1457
$25.3M 0.01%
1,341,522
+939,251
1458
$25.3M 0.01%
1,088,602
+517,971
1459
$25.3M 0.01%
417,648
-353,741
1460
$25.3M 0.01%
276,094
+33,182
1461
$25.3M 0.01%
802,829
+78,203
1462
$25.3M 0.01%
1,131,047
-1,101,244
1463
$25.3M 0.01%
359,424
-147,444
1464
$25.3M 0.01%
141,932
-72,976
1465
$25.2M 0.01%
3,141,233
-295,738
1466
$25.1M 0.01%
1,092,381
-51,847
1467
$25.1M 0.01%
223,377
+15,994
1468
$25M 0.01%
505,550
+62,556
1469
$25M 0.01%
3,896,710
+2,908,201
1470
$25M 0.01%
1,176,848
+326,903
1471
$24.9M 0.01%
267,447
-158,586
1472
$24.9M 0.01%
514,802
+79,802
1473
$24.9M 0.01%
943,470
-221,664
1474
$24.9M 0.01%
583,911
+21,517
1475
$24.8M 0.01%
3,940,491
-900,896
57 58
59
60 61