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
2251
$11.5M ﹤0.01%
280,754
+251,550
2252
$11.5M ﹤0.01%
452,684
-51,996
2253
$11.5M ﹤0.01%
363,592
-10,399
2254
$11.5M ﹤0.01%
377,958
-6,290
2255
$11.5M ﹤0.01%
369,661
-49,219
2256
$11.4M ﹤0.01%
285,207
+173,136
2257
$11.4M ﹤0.01%
696,658
+157,610
2258
$11.4M ﹤0.01%
183,734
+25,796
2259
$11.4M ﹤0.01%
221,619
+13,091
2260
$11.4M ﹤0.01%
196,854
+106,105
2261
$11.4M ﹤0.01%
124,605
-29,201
2262
$11.4M ﹤0.01%
1,202,110
+24,651
2263
$11.4M ﹤0.01%
526,813
+36,844
2264
$11.4M ﹤0.01%
513,924
-38,925
2265
$11.4M ﹤0.01%
766,888
+54,516
2266
$11.4M ﹤0.01%
209,869
-86,019
2267
$11.4M ﹤0.01%
236,021
+53,925
2268
$11.4M ﹤0.01%
545,892
-426,463
2269
$11.4M ﹤0.01%
202,633
-14,449
2270
$11.4M ﹤0.01%
239,520
-99,416
2271
$11.4M ﹤0.01%
1,056,744
+62,082
2272
$11.4M ﹤0.01%
210,075
+26,657
2273
$11.3M ﹤0.01%
380,466
+57,794
2274
$11.3M ﹤0.01%
324,695
-398,341
2275
$11.3M ﹤0.01%
282,537
-172,232
89 90
91
92 93