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
2426
$9.58M ﹤0.01%
532,443
-199,405
2427
$9.58M ﹤0.01%
715,177
+15,678
2428
$9.57M ﹤0.01%
175,017
-3,588
2429
$9.57M ﹤0.01%
272,970
+47,137
2430
$9.56M ﹤0.01%
393,603
+193,827
2431
$9.56M ﹤0.01%
198,281
-11,666
2432
$9.56M ﹤0.01%
728,362
+8,735
2433
$9.53M ﹤0.01%
1,277,976
-325,298
2434
$9.52M ﹤0.01%
338,581
+189,970
2435
$9.51M ﹤0.01%
374,698
+2,805
2436
$9.51M ﹤0.01%
177,696
-230,214
2437
$9.48M ﹤0.01%
373,947
-2,470
2438
$9.48M ﹤0.01%
2,047,717
+322,042
2439
$9.48M ﹤0.01%
123,107
+43,159
2440
$9.47M ﹤0.01%
275,213
-44,831
2441
$9.47M ﹤0.01%
87,580
-15,146
2442
$9.45M ﹤0.01%
93,683
-51,970
2443
$9.44M ﹤0.01%
683,678
-139,814
2444
$9.43M ﹤0.01%
394,487
+208,202
2445
$9.43M ﹤0.01%
226,696
+6,157
2446
$9.42M ﹤0.01%
117,481
+41,512
2447
$9.42M ﹤0.01%
1,556,701
-25,689
2448
$9.39M ﹤0.01%
660,731
+44,842
2449
$9.38M ﹤0.01%
241,467
-6,437
2450
$9.35M ﹤0.01%
524,238
+25,079
96 97
98
99 100