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
2451
$9.34M ﹤0.01%
1,906,440
-249,145
2452
$9.34M ﹤0.01%
+993,622
2453
$9.33M ﹤0.01%
292,988
+38,119
2454
$9.32M ﹤0.01%
3,559,099
-154,554
2455
$9.31M ﹤0.01%
234,024
+122,822
2456
$9.31M ﹤0.01%
140,046
+4,750
2457
$9.3M ﹤0.01%
318,516
+158,262
2458
$9.29M ﹤0.01%
14,737
+6,578
2459
$9.28M ﹤0.01%
890,732
-357,840
2460
$9.27M ﹤0.01%
212,591
+87,300
2461
$9.24M ﹤0.01%
203,926
-22,973
2462
$9.24M ﹤0.01%
83,381
+26,125
2463
$9.23M ﹤0.01%
231,647
+13,202
2464
$9.22M ﹤0.01%
1,480,427
-453,365
2465
$9.22M ﹤0.01%
70,757
+32,507
2466
$9.18M ﹤0.01%
173,403
+13,493
2467
$9.18M ﹤0.01%
99,275
+35,501
2468
$9.18M ﹤0.01%
156,289
-85,151
2469
$9.16M ﹤0.01%
145,100
+20,932
2470
$9.15M ﹤0.01%
3,050,502
+373,525
2471
$9.13M ﹤0.01%
1,995,680
+1,140,210
2472
$9.12M ﹤0.01%
255,399
+30,812
2473
$9.12M ﹤0.01%
255,189
+151,766
2474
$9.12M ﹤0.01%
180,764
-9,324
2475
$9.09M ﹤0.01%
209,674
-218,309
97 98
99
100 101