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
2026
$14.1M ﹤0.01%
428,249
-21,481
2027
$14.1M ﹤0.01%
339,052
-25,612
2028
$14.1M ﹤0.01%
840,792
+68,534
2029
$14.1M ﹤0.01%
790,133
+543,503
2030
$14.1M ﹤0.01%
264,725
-233,060
2031
$14.1M ﹤0.01%
2,482,778
-556,711
2032
$14M ﹤0.01%
805,007
+639,747
2033
$14M ﹤0.01%
2,081,322
-915,017
2034
$14M ﹤0.01%
215,601
-42,252
2035
$14M ﹤0.01%
1,044,099
-8,277
2036
$14M ﹤0.01%
205,581
+2,088
2037
$14M ﹤0.01%
58,471
+13,782
2038
$13.9M ﹤0.01%
982,289
+72,057
2039
$13.9M ﹤0.01%
1,094,421
+250,745
2040
$13.9M ﹤0.01%
1,829,630
-1,890,784
2041
$13.9M ﹤0.01%
824,196
+116,269
2042
$13.9M ﹤0.01%
1,284,396
-49,911
2043
$13.9M ﹤0.01%
79,981
+36,531
2044
$13.9M ﹤0.01%
63,567
-15,620
2045
$13.9M ﹤0.01%
774,873
+105,495
2046
$13.9M ﹤0.01%
4,810,589
+4,294,088
2047
$13.8M ﹤0.01%
275,025
+134,579
2048
$13.8M ﹤0.01%
206,904
-818,671
2049
$13.8M ﹤0.01%
1,387,658
-58,467
2050
$13.8M ﹤0.01%
306,125
+5,484
80 81
82
83 84