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
1576
$22.2M 0.01%
586,280
+9,030
1577
$22.1M 0.01%
1,304,363
+15,154
1578
$22.1M 0.01%
223,257
+163,906
1579
$22M 0.01%
586,709
+239,454
1580
$21.9M 0.01%
318,192
+40,820
1581
$21.9M 0.01%
241,371
-20,056
1582
$21.9M 0.01%
521,330
+206,054
1583
$21.9M 0.01%
7,029,242
+1,793,045
1584
$21.9M 0.01%
949,452
-23,430
1585
$21.9M 0.01%
286,028
-2,146
1586
$21.8M 0.01%
837,674
+539,795
1587
$21.8M 0.01%
619,328
+97,590
1588
$21.7M 0.01%
1,627,621
-1,515,342
1589
$21.6M 0.01%
514,009
+41,382
1590
$21.6M 0.01%
716,362
+259,676
1591
$21.6M 0.01%
513,247
+305,030
1592
$21.6M 0.01%
310,254
-6,762
1593
$21.6M 0.01%
721,627
+230,488
1594
$21.6M 0.01%
375,463
+7,512
1595
$21.4M 0.01%
966,009
+272,885
1596
$21.4M 0.01%
633,759
+194,250
1597
$21.4M 0.01%
846,552
+169,143
1598
$21.4M 0.01%
274,122
+11,981
1599
$21.4M 0.01%
346,680
+200,768
1600
$21.3M 0.01%
517,371
-361,793
62 63
64
65 66