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 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 10.98%
2 Financials 10.16%
3 Consumer Discretionary 8.05%
4 Healthcare 7.74%
5 Communication Services 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$343M 0.09%
20,553,343
+11,416,164
227
$342M 0.09%
3,500,369
+2,299,583
228
$341M 0.09%
4,203,855
-94,871
229
$338M 0.09%
1,751,505
+1,550,518
230
$337M 0.09%
5,728,993
-1,078,990
231
$332M 0.09%
3,017,180
-228,025
232
$328M 0.09%
1,069,366
+383,857
233
$328M 0.09%
4,990,286
-873,251
234
$328M 0.09%
5,499,985
-337,682
235
$327M 0.09%
2,815,739
-192,611
236
$327M 0.09%
3,884,475
-532,180
237
$326M 0.09%
8,015,960
-217,776
238
$326M 0.09%
4,023,949
+1,481,976
239
$326M 0.09%
4,487,059
-2,540,372
240
$325M 0.09%
6,218,268
-72,434
241
$325M 0.09%
6,678,256
-280,942
242
$323M 0.09%
3,850,231
+12,344
243
$322M 0.09%
2,985,044
-720,860
244
$320M 0.09%
2,067,758
+1,275,546
245
$319M 0.09%
15,378,375
+2,872,815
246
$318M 0.09%
5,358,553
+2,061,125
247
$316M 0.09%
8,225,262
+237,285
248
$312M 0.09%
4,889,787
-98,771
249
$310M 0.09%
3,648,234
-154,820
250
$309M 0.08%
7,976,146
+2,867,326
8 9
10
11 12