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
1526
$23.5M 0.01%
344,070
-327,217
1527
$23.5M 0.01%
327,820
-74,931
1528
$23.4M 0.01%
699,735
+40,513
1529
$23.4M 0.01%
157,385
-8,623
1530
$23.4M 0.01%
252,462
-36,031
1531
$23.4M 0.01%
514,249
-174,338
1532
$23.3M 0.01%
1,225,038
-439,476
1533
$23.3M 0.01%
1,234,871
+32,691
1534
$23.2M 0.01%
153,846
+42,765
1535
$23.1M 0.01%
759,400
+171,338
1536
$23.1M 0.01%
434,443
+33,783
1537
$23M 0.01%
2,971,242
-25,489
1538
$23M 0.01%
1,264,133
+985,995
1539
$22.9M 0.01%
387,497
+52,061
1540
$22.9M 0.01%
128,447
-1,440
1541
$22.9M 0.01%
578,361
+59,278
1542
$22.8M 0.01%
284,497
+77,064
1543
$22.8M 0.01%
264,615
+104,325
1544
$22.8M 0.01%
727,835
-256,500
1545
$22.8M 0.01%
1,655,318
+235,461
1546
$22.8M 0.01%
1,470,932
+31,647
1547
$22.8M 0.01%
757,549
-9,837
1548
$22.8M 0.01%
467,353
+15,864
1549
$22.8M 0.01%
1,148,841
+413,020
1550
$22.8M 0.01%
1,902,424
-1,117,164
60 61
62
63 64