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
1676
$19.7M 0.01%
1,156,446
+46,614
1677
$19.7M 0.01%
708,772
+490,501
1678
$19.7M 0.01%
99,338
+6,665
1679
$19.6M 0.01%
1,869,782
-152,079
1680
$19.6M 0.01%
1,717,055
+91,839
1681
$19.6M 0.01%
398,354
-2,760
1682
$19.6M 0.01%
45,246
+33,298
1683
$19.5M 0.01%
421,908
+13,888
1684
$19.5M 0.01%
484,112
+294,936
1685
$19.5M 0.01%
57,371
-4,673
1686
$19.5M 0.01%
824,645
+40,406
1687
$19.4M 0.01%
326,832
+2,432
1688
$19.4M 0.01%
1,355,857
+169,064
1689
$19.4M 0.01%
291,181
-16,916
1690
$19.4M 0.01%
476,986
-432,086
1691
$19.3M 0.01%
493,974
+459,593
1692
$19.3M 0.01%
1,808,869
-1,008,033
1693
$19.3M 0.01%
955,921
-22,659
1694
$19.3M 0.01%
302,488
+50,072
1695
$19.3M 0.01%
3,802,319
-249,659
1696
$19.3M 0.01%
233,891
+38,482
1697
$19.3M 0.01%
240,933
+19,697
1698
$19.3M 0.01%
189,583
+8,797
1699
$19.2M 0.01%
278,143
+42,636
1700
$19.2M 0.01%
67,975
-7,732
66 67
68
69 70