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
2101
$13.2M ﹤0.01%
634,173
+75,434
2102
$13.2M ﹤0.01%
186,757
+107,846
2103
$13.1M ﹤0.01%
951,414
-4,848
2104
$13.1M ﹤0.01%
390,500
+273,753
2105
$13.1M ﹤0.01%
440,740
+78,037
2106
$13.1M ﹤0.01%
1,074,581
+374,810
2107
$13.1M ﹤0.01%
256,481
+94,147
2108
$13.1M ﹤0.01%
196,689
-3,920
2109
$13.1M ﹤0.01%
574,612
+18,820
2110
$13.1M ﹤0.01%
224,808
-3,540
2111
$13.1M ﹤0.01%
833,478
+667,342
2112
$13.1M ﹤0.01%
287,780
+56,659
2113
$13.1M ﹤0.01%
209,954
+16,905
2114
$13M ﹤0.01%
330,837
+206,025
2115
$13M ﹤0.01%
251,840
+79,660
2116
$13M ﹤0.01%
80,254
+48,820
2117
$13M ﹤0.01%
307,792
+38,438
2118
$13M ﹤0.01%
1,026,505
+858,282
2119
$13M ﹤0.01%
799,464
+379,117
2120
$13M ﹤0.01%
690,984
-105,480
2121
$13M ﹤0.01%
191,966
+97,477
2122
$12.9M ﹤0.01%
604,516
+335,015
2123
$12.9M ﹤0.01%
288,377
+1,926
2124
$12.9M ﹤0.01%
596,747
+19,970
2125
$12.9M ﹤0.01%
267,609
+111,267
83 84
85
86 87