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
1751
$18M ﹤0.01%
853,468
-22,231
1752
$18M ﹤0.01%
311,720
+47,997
1753
$18M ﹤0.01%
702,931
-19,916
1754
$18M ﹤0.01%
209,575
+18,250
1755
$18M ﹤0.01%
2,688,118
+2,381,260
1756
$17.9M ﹤0.01%
1,108,444
+40,670
1757
$17.9M ﹤0.01%
866,489
-42,807
1758
$17.9M ﹤0.01%
104,707
-11,649
1759
$17.9M ﹤0.01%
3,025
-1,962
1760
$17.9M ﹤0.01%
1,339,506
+38,322
1761
$17.9M ﹤0.01%
1,342,041
+130,764
1762
$17.8M ﹤0.01%
332,344
-4,219
1763
$17.7M ﹤0.01%
867,028
+786,518
1764
$17.7M ﹤0.01%
1,064,205
+677,089
1765
$17.7M ﹤0.01%
556,374
-835,020
1766
$17.7M ﹤0.01%
1,532,266
+432,583
1767
$17.7M ﹤0.01%
269,009
+135,847
1768
$17.7M ﹤0.01%
91,841
+1,820
1769
$17.6M ﹤0.01%
1,527,143
+54,663
1770
$17.6M ﹤0.01%
588,698
+166,936
1771
$17.6M ﹤0.01%
506,073
+122,469
1772
$17.5M ﹤0.01%
148,064
+2,651
1773
$17.5M ﹤0.01%
511,823
+160,764
1774
$17.5M ﹤0.01%
789,717
+101,942
1775
$17.5M ﹤0.01%
142,005
-542,781
69 70
71
72 73