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
1501
$24.3M 0.01%
645,344
-339,890
1502
$24.2M 0.01%
404,496
+38,421
1503
$24.1M 0.01%
5,378,872
+222,716
1504
$24.1M 0.01%
1,778,450
+1,653,296
1505
$24.1M 0.01%
175,633
-4,093
1506
$24M 0.01%
134,837
-60,105
1507
$24M 0.01%
361,600
-31,556
1508
$24M 0.01%
1,408,080
+782,692
1509
$24M 0.01%
616,040
-428,216
1510
$24M 0.01%
431,862
-10,448
1511
$24M 0.01%
185,389
+58,896
1512
$23.9M 0.01%
264,771
-109,774
1513
$23.9M 0.01%
253,043
+11,829
1514
$23.9M 0.01%
674,223
-196,900
1515
$23.9M 0.01%
347,147
+154,971
1516
$23.9M 0.01%
270,359
+5,810
1517
$23.8M 0.01%
561,951
-4,048
1518
$23.7M 0.01%
426,997
-34,494
1519
$23.7M 0.01%
310,631
-30,262
1520
$23.6M 0.01%
1,299,633
+90,760
1521
$23.6M 0.01%
301,579
-82,341
1522
$23.6M 0.01%
943,271
+66,382
1523
$23.5M 0.01%
520,474
-71,727
1524
$23.5M 0.01%
772,337
-179,580
1525
$23.5M 0.01%
428,906
-642,383
59 60
61
62 63