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
5126
$320K ﹤0.01%
22,316
+5,464
5127
$320K ﹤0.01%
21,618
+4,501
5128
$319K ﹤0.01%
16,089
+6,027
5129
$318K ﹤0.01%
13,867
+5,473
5130
$318K ﹤0.01%
32,169
-3,293
5131
$318K ﹤0.01%
+15,849
5132
$318K ﹤0.01%
195,204
+42,275
5133
$318K ﹤0.01%
29,607
+3,303
5134
$317K ﹤0.01%
46,764
+41,440
5135
$316K ﹤0.01%
+14,700
5136
$314K ﹤0.01%
25,328
+7,627
5137
$314K ﹤0.01%
18,219
-8,470
5138
$313K ﹤0.01%
3,376
-6,455
5139
$313K ﹤0.01%
21,068
-1,666
5140
– –
0
5141
$311K ﹤0.01%
17,888
+4,536
5142
$311K ﹤0.01%
24,695
+19,061
5143
$310K ﹤0.01%
30,741
+23,979
5144
$309K ﹤0.01%
9,112
+2,613
5145
$308K ﹤0.01%
7,503
+2,613
5146
$308K ﹤0.01%
27,981
+11,379
5147
$308K ﹤0.01%
171,808
-86,792
5148
$307K ﹤0.01%
32,115
+7,910
5149
$306K ﹤0.01%
32,813
+7,502
5150
$306K ﹤0.01%
14,097
+4,977
204 205
206
207 208