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
376
$183M 0.05%
2,544,723
+529,795
377
$183M 0.05%
3,776,928
-309,117
378
$183M 0.05%
1,350,497
-50,310
379
$183M 0.05%
4,168,486
-493,950
380
$182M 0.05%
2,868,036
+197,235
381
$182M 0.05%
7,961,647
+2,229,925
382
$181M 0.05%
2,664,506
+447,755
383
$181M 0.05%
4,000,789
-1,959,766
384
$181M 0.05%
4,986,199
-338,191
385
$180M 0.05%
3,279,058
-64,665
386
$179M 0.05%
2,490,931
-127,009
387
$178M 0.05%
3,578,669
+912,398
388
$178M 0.05%
4,869,016
+849,491
389
$178M 0.05%
8,317,418
-329,910
390
$177M 0.05%
1,192,995
-60,153
391
$176M 0.05%
1,515,511
-194,274
392
$175M 0.05%
4,202,485
+3,157,175
393
$174M 0.05%
3,681,292
+956,041
394
$174M 0.05%
1,491,568
+238,967
395
$174M 0.05%
8,776,363
-3,052,049
396
$173M 0.05%
2,606,530
+334,382
397
$172M 0.05%
5,790,841
+80,204
398
$171M 0.05%
4,278,575
+1,437,852
399
$170M 0.05%
4,357,701
+503,487
400
$170M 0.05%
2,557,013
-570,381
14 15
16
17 18