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
1651
$20.1M 0.01%
527,220
+63,032
1652
$20.1M 0.01%
1,550,452
+74,255
1653
$20.1M 0.01%
825,579
+36,993
1654
$20.1M 0.01%
651,969
+298,186
1655
$20.1M 0.01%
483,379
-8,395
1656
$20.1M 0.01%
723,349
-21,959
1657
$20.1M 0.01%
326,114
+53,870
1658
$20.1M 0.01%
277,758
+34,485
1659
$20M 0.01%
331,927
-9,112
1660
$20M 0.01%
6,454,759
+282,270
1661
$20M 0.01%
603,637
+310,653
1662
$20M 0.01%
556,280
+337,581
1663
$19.9M 0.01%
646,775
-12,270
1664
$19.9M 0.01%
242,672
-48,047
1665
$19.9M 0.01%
285,048
-153,841
1666
$19.9M 0.01%
1,025,134
+10,376
1667
$19.8M 0.01%
1,409,387
+306,233
1668
$19.8M 0.01%
524,167
+127,319
1669
$19.8M 0.01%
1,212,171
+611,515
1670
$19.8M 0.01%
654,788
+106,473
1671
$19.8M 0.01%
867,434
+152,855
1672
$19.8M 0.01%
158,333
+47,212
1673
$19.8M 0.01%
300,840
+46,546
1674
$19.8M 0.01%
470,948
-637,163
1675
$19.7M 0.01%
385,259
+25,020
65 66
67
68 69