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
1951
$15M ﹤0.01%
337,226
+39,327
1952
$15M ﹤0.01%
492,607
+44,539
1953
$15M ﹤0.01%
473,232
-26,576
1954
$14.9M ﹤0.01%
1,011,355
-233,785
1955
$14.9M ﹤0.01%
211,612
+77,637
1956
$14.9M ﹤0.01%
472,943
+139,222
1957
$14.9M ﹤0.01%
581,515
+278,333
1958
$14.9M ﹤0.01%
1,725,474
+106,771
1959
$14.9M ﹤0.01%
280,017
+429
1960
$14.9M ﹤0.01%
278,727
+239,445
1961
$14.9M ﹤0.01%
336,662
+110,745
1962
$14.9M ﹤0.01%
310,779
-32,281
1963
$14.8M ﹤0.01%
575,201
-572,879
1964
$14.8M ﹤0.01%
675,087
+27,630
1965
$14.8M ﹤0.01%
457,380
+42,088
1966
$14.8M ﹤0.01%
547,757
+120,151
1967
$14.8M ﹤0.01%
398,530
-379,020
1968
$14.8M ﹤0.01%
305,214
-176,324
1969
$14.8M ﹤0.01%
217,563
-99,100
1970
$14.8M ﹤0.01%
529,586
-638,905
1971
$14.7M ﹤0.01%
199,821
+10,844
1972
$14.7M ﹤0.01%
1,122,240
-687,050
1973
$14.7M ﹤0.01%
244,758
+12,624
1974
$14.7M ﹤0.01%
199,887
-18,668
1975
$14.7M ﹤0.01%
193,392
+102,487
77 78
79
80 81