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
1701
$19.2M 0.01%
393,750
+203,042
1702
$19.2M 0.01%
194,137
+28,929
1703
$19.1M 0.01%
355,353
+126,483
1704
$19.1M 0.01%
2,938,698
+1,463,963
1705
$19.1M 0.01%
565,816
+340,966
1706
$19.1M 0.01%
1,613,357
+181,603
1707
$19.1M 0.01%
622,019
+59,083
1708
$19.1M 0.01%
94,506
-43,164
1709
$19M 0.01%
361,572
-131,600
1710
$19M 0.01%
890,919
+668,016
1711
$18.9M 0.01%
739,632
-114,246
1712
$18.9M 0.01%
366,499
+254,130
1713
$18.9M 0.01%
249,687
+100,143
1714
$18.9M 0.01%
125,637
+57,561
1715
$18.9M 0.01%
471,563
-211,174
1716
$18.8M 0.01%
1,102,225
-189,525
1717
$18.8M 0.01%
163,722
+3,152
1718
$18.8M 0.01%
2,984,215
+195,249
1719
$18.8M 0.01%
2,605,649
+274,947
1720
$18.8M 0.01%
620,266
-1,898
1721
$18.7M 0.01%
310,856
+164,977
1722
$18.7M 0.01%
232,161
+14,757
1723
$18.7M 0.01%
1,907,403
-2,167,322
1724
$18.7M 0.01%
464,159
+21,165
1725
$18.6M 0.01%
816,588
-53,407
67 68
69
70 71