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
1901
$16M ﹤0.01%
1,593,556
-85,701
1902
$16M ﹤0.01%
1,727,942
+247,117
1903
$16M ﹤0.01%
1,016,436
+30,008
1904
$15.9M ﹤0.01%
453,781
+52,959
1905
$15.9M ﹤0.01%
180,316
+17,829
1906
$15.9M ﹤0.01%
298,034
+80,486
1907
$15.9M ﹤0.01%
1,045,843
-38,879
1908
$15.9M ﹤0.01%
320,256
-87,138
1909
$15.9M ﹤0.01%
1,047,153
-22,969
1910
$15.9M ﹤0.01%
643,733
-3,323
1911
$15.9M ﹤0.01%
252,610
-15,707
1912
$15.8M ﹤0.01%
382,959
+257,409
1913
$15.8M ﹤0.01%
342,452
+163,680
1914
$15.8M ﹤0.01%
506,412
-42,975
1915
$15.8M ﹤0.01%
1,102,573
-46,537
1916
$15.8M ﹤0.01%
205,745
-51,223
1917
$15.8M ﹤0.01%
86,964
+3,753
1918
$15.7M ﹤0.01%
298,212
+32,307
1919
$15.7M ﹤0.01%
686,097
+100,908
1920
$15.7M ﹤0.01%
1,254,003
+896,835
1921
$15.7M ﹤0.01%
674,130
+95,439
1922
$15.7M ﹤0.01%
107,024
-17,691
1923
$15.7M ﹤0.01%
735,894
+554,738
1924
$15.6M ﹤0.01%
228,836
-18,164
1925
$15.6M ﹤0.01%
2,074,423
+1,406,595
75 76
77
78 79