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
1926
$15.6M ﹤0.01%
254,399
+144,676
1927
$15.5M ﹤0.01%
342,061
+34,657
1928
$15.5M ﹤0.01%
541,930
+438,975
1929
$15.5M ﹤0.01%
334,764
+27,793
1930
$15.5M ﹤0.01%
1,437,477
+98,026
1931
$15.5M ﹤0.01%
771,616
+383,077
1932
$15.5M ﹤0.01%
81,018
-44,814
1933
$15.4M ﹤0.01%
280,722
-43,380
1934
$15.4M ﹤0.01%
632,384
-624,751
1935
$15.4M ﹤0.01%
1,371,818
+35,902
1936
$15.4M ﹤0.01%
1,546,001
+152,847
1937
$15.4M ﹤0.01%
979,699
-369,133
1938
$15.4M ﹤0.01%
1,128,872
-128,946
1939
$15.3M ﹤0.01%
193,921
+94,183
1940
$15.2M ﹤0.01%
325,256
+186,481
1941
$15.2M ﹤0.01%
680,310
+121,641
1942
$15.1M ﹤0.01%
1,543,693
+49,250
1943
$15.1M ﹤0.01%
1,050,716
+18,745
1944
$15.1M ﹤0.01%
1,064,901
+354
1945
$15.1M ﹤0.01%
724,618
+95,239
1946
$15.1M ﹤0.01%
485,526
-367,509
1947
$15.1M ﹤0.01%
145,393
-257,573
1948
$15.1M ﹤0.01%
221,473
+22,570
1949
$15.1M ﹤0.01%
309,401
-24,461
1950
$15M ﹤0.01%
156,876
-29,680
76 77
78
79 80