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
1776
$17.5M ﹤0.01%
316,653
-211,242
1777
$17.4M ﹤0.01%
586,873
+32,889
1778
$17.4M ﹤0.01%
1,111,536
+571,044
1779
$17.4M ﹤0.01%
774,207
+346,127
1780
$17.4M ﹤0.01%
437,074
-451,631
1781
$17.4M ﹤0.01%
319,048
+171,573
1782
$17.4M ﹤0.01%
362,205
+194,013
1783
$17.4M ﹤0.01%
736,604
+54,296
1784
$17.4M ﹤0.01%
662,454
+660,591
1785
$17.4M ﹤0.01%
251,879
+110
1786
$17.3M ﹤0.01%
1,019,037
-50,958
1787
$17.3M ﹤0.01%
3,617,775
+499,441
1788
$17.3M ﹤0.01%
223,887
+138,408
1789
$17.3M ﹤0.01%
884,542
+176,407
1790
$17.3M ﹤0.01%
265,220
+42,923
1791
$17.3M ﹤0.01%
864,237
+259,874
1792
$17.3M ﹤0.01%
206,104
+5,412
1793
$17.3M ﹤0.01%
538,254
+15,523
1794
$17.3M ﹤0.01%
843,996
+26,161
1795
$17.3M ﹤0.01%
391,893
-29,357
1796
$17.3M ﹤0.01%
1,336,668
+24,046
1797
$17.3M ﹤0.01%
272,309
+23,261
1798
$17.3M ﹤0.01%
678,726
+95,893
1799
$17.2M ﹤0.01%
522,535
-41,161
1800
$17.2M ﹤0.01%
232,200
-263,272