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
2001
$14.4M ﹤0.01%
455,437
+282,735
2002
$14.4M ﹤0.01%
1,016,409
+170,917
2003
$14.4M ﹤0.01%
861,439
+213,771
2004
$14.4M ﹤0.01%
387,662
-327,682
2005
$14.4M ﹤0.01%
1,682,959
+1,561,944
2006
$14.4M ﹤0.01%
688,355
+71,913
2007
$14.4M ﹤0.01%
2,757,565
-7,328
2008
$14.3M ﹤0.01%
359,215
-283,736
2009
$14.3M ﹤0.01%
467,555
+28,427
2010
$14.3M ﹤0.01%
761,815
-276,053
2011
$14.3M ﹤0.01%
225,398
+1,363
2012
$14.3M ﹤0.01%
373,611
-80,318
2013
$14.3M ﹤0.01%
+1,138,938
2014
$14.3M ﹤0.01%
189,311
+86,233
2015
$14.3M ﹤0.01%
937,163
-144,198
2016
$14.3M ﹤0.01%
415,022
+165,645
2017
$14.2M ﹤0.01%
397,501
+22,785
2018
$14.2M ﹤0.01%
287,289
-133,382
2019
$14.2M ﹤0.01%
846,647
+216,437
2020
$14.2M ﹤0.01%
367,527
+47,353
2021
$14.2M ﹤0.01%
975,675
+593,817
2022
$14.1M ﹤0.01%
266,087
-40,247
2023
$14.1M ﹤0.01%
1,017,036
+324,819
2024
$14.1M ﹤0.01%
552,761
+40,927
2025
$14.1M ﹤0.01%
527,517
+174,392
79 80
81
82 83