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
326
$220M 0.06%
2,930,310
+335,687
327
$217M 0.06%
4,180,000
-50,392
328
$217M 0.06%
7,746,741
-266,103
329
$217M 0.06%
2,953,695
+442,910
330
$213M 0.06%
3,543,439
+640,842
331
$212M 0.06%
4,175,554
-827,923
332
$211M 0.06%
709
-8
333
$210M 0.06%
1,240,457
+696,120
334
$209M 0.06%
3,417,122
+1,376,374
335
$209M 0.06%
7,611,184
-493,870
336
$208M 0.06%
2,091,183
-2,925
337
$208M 0.06%
2,932,132
+364,994
338
$207M 0.06%
8,996,732
-693,405
339
$206M 0.06%
3,779,690
-1,691
340
$206M 0.06%
5,098,149
+2,567,728
341
$205M 0.06%
7,658,920
+5,844,949
342
$205M 0.06%
1,799,030
+150,816
343
$204M 0.06%
13,987,155
+10,667,271
344
$201M 0.06%
1,318,633
-35,431
345
$201M 0.06%
1,816,789
+213,849
346
$201M 0.06%
5,567,088
+590,472
347
$200M 0.05%
8,001,036
+805,339
348
$198M 0.05%
2,464,255
+455,691
349
$197M 0.05%
3,255,523
+828,491
350
$197M 0.05%
885,856
+359,429
12 13
14
15 16