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
2226
$11.7M ﹤0.01%
394,165
+19,299
2227
$11.7M ﹤0.01%
822,124
+52,385
2228
$11.7M ﹤0.01%
241,945
-362,223
2229
$11.7M ﹤0.01%
575,381
+14,513
2230
$11.6M ﹤0.01%
550,149
+18,318
2231
$11.6M ﹤0.01%
233,211
+52,797
2232
$11.6M ﹤0.01%
900,686
-27,348
2233
$11.6M ﹤0.01%
561,722
+72,165
2234
$11.6M ﹤0.01%
535,836
+257,749
2235
$11.6M ﹤0.01%
194,448
+42,009
2236
$11.6M ﹤0.01%
47,781
-6,350
2237
$11.6M ﹤0.01%
1,533,225
+935,356
2238
$11.6M ﹤0.01%
1,853,409
+540,300
2239
$11.6M ﹤0.01%
186,281
-2,187
2240
$11.6M ﹤0.01%
411,922
+127,648
2241
$11.6M ﹤0.01%
97,266
+5,391
2242
$11.6M ﹤0.01%
503,763
+159,227
2243
$11.6M ﹤0.01%
330,570
-3,697
2244
$11.6M ﹤0.01%
223,134
-42,651
2245
$11.6M ﹤0.01%
243,829
+76,118
2246
$11.5M ﹤0.01%
259,726
+58,235
2247
$11.5M ﹤0.01%
454,518
+105,188
2248
$11.5M ﹤0.01%
219,595
+80,128
2249
$11.5M ﹤0.01%
486,238
+70,758
2250
$11.5M ﹤0.01%
583,054
+27,683
88 89
90
91 92