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
2076
$13.4M ﹤0.01%
186,983
+33,797
2077
$13.4M ﹤0.01%
341,865
+58,636
2078
$13.4M ﹤0.01%
433,805
+81,568
2079
$13.4M ﹤0.01%
947,348
+49,541
2080
$13.4M ﹤0.01%
258,867
+203,325
2081
$13.4M ﹤0.01%
1,050,363
+464,115
2082
$13.4M ﹤0.01%
357,454
-160,465
2083
$13.4M ﹤0.01%
287,864
-9,358
2084
$13.4M ﹤0.01%
359,022
+114,903
2085
$13.3M ﹤0.01%
947,587
-814,768
2086
$13.3M ﹤0.01%
794,963
-69,337
2087
$13.3M ﹤0.01%
482,495
-125,740
2088
$13.3M ﹤0.01%
1,307,893
-498,751
2089
$13.3M ﹤0.01%
376,285
-25,623
2090
$13.3M ﹤0.01%
193,094
+12,862
2091
$13.3M ﹤0.01%
390,166
-39,276
2092
$13.3M ﹤0.01%
353,802
+7,306
2093
$13.2M ﹤0.01%
11,180
+2,139
2094
$13.2M ﹤0.01%
1,156,837
+370,768
2095
$13.2M ﹤0.01%
338,831
+5,345
2096
$13.2M ﹤0.01%
200,023
+62,591
2097
$13.2M ﹤0.01%
775,998
+117,000
2098
$13.2M ﹤0.01%
700,380
-307,386
2099
$13.2M ﹤0.01%
198,178
-28,896
2100
$13.2M ﹤0.01%
548,628
+22,815
82 83
84
85 86