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
1726
$18.6M 0.01%
1,756,312
+205,818
1727
$18.6M 0.01%
591,331
+260,815
1728
$18.5M 0.01%
835,828
+131,109
1729
$18.5M 0.01%
871,566
-58,594
1730
$18.5M 0.01%
606,469
+27,741
1731
$18.5M 0.01%
1,909,067
+875,940
1732
$18.5M 0.01%
632,314
-170,488
1733
$18.5M 0.01%
98,441
+33,630
1734
$18.5M 0.01%
745,474
+114,148
1735
$18.5M 0.01%
538,914
+110,967
1736
$18.5M 0.01%
593,561
+7,253
1737
$18.4M 0.01%
531,942
-50,456
1738
$18.4M 0.01%
530,739
+72,983
1739
$18.4M 0.01%
591,575
+182,065
1740
$18.4M 0.01%
933,707
+906,089
1741
$18.4M 0.01%
245,218
+23,991
1742
$18.4M 0.01%
2,236,589
-98,840
1743
$18.4M 0.01%
441,358
+199,498
1744
$18.4M 0.01%
678,146
+151,691
1745
$18.4M 0.01%
239,915
-33,567
1746
$18.3M 0.01%
2,080,659
-34,981
1747
$18.2M 0.01%
478,227
+62,297
1748
$18.2M 0.01%
1,856,802
+178,311
1749
$18.1M 0.01%
965,864
-36,608
1750
$18.1M 0.01%
1,277,100
+105,385
68 69
70
71 72