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
1876
$16.2M ﹤0.01%
775,235
+124,524
1877
$16.2M ﹤0.01%
695,570
-315,533
1878
$16.2M ﹤0.01%
155,663
-28,829
1879
$16.2M ﹤0.01%
3,337,377
+892,898
1880
$16.2M ﹤0.01%
372,160
+10,948
1881
$16.2M ﹤0.01%
529,832
+264,930
1882
$16.2M ﹤0.01%
470,175
+119,093
1883
$16.2M ﹤0.01%
647,348
+26,416
1884
$16.2M ﹤0.01%
217,792
+64,549
1885
$16.2M ﹤0.01%
424,209
+162,029
1886
$16.2M ﹤0.01%
52,609
-18,421
1887
$16.2M ﹤0.01%
167,840
+39,691
1888
$16.2M ﹤0.01%
6,573,833
+2,848,351
1889
$16.2M ﹤0.01%
189,180
+29,736
1890
$16.2M ﹤0.01%
220,834
+49,789
1891
$16.1M ﹤0.01%
185,225
-31,038
1892
$16.1M ﹤0.01%
1,676,000
+548,335
1893
$16.1M ﹤0.01%
182,431
+8,096
1894
$16.1M ﹤0.01%
136,737
-854,551
1895
$16.1M ﹤0.01%
834,362
-1,106,434
1896
$16.1M ﹤0.01%
2,249,370
+967,475
1897
$16M ﹤0.01%
155,474
+85,247
1898
$16M ﹤0.01%
468,004
-77,071
1899
$16M ﹤0.01%
806,221
+159,053
1900
$16M ﹤0.01%
284,552
+141,426
74 75
76
77 78