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
5151
$303K ﹤0.01%
69,528
+41,351
5152
$303K ﹤0.01%
7,913
+1,971
5153
$303K ﹤0.01%
16,703
-14,038
5154
$302K ﹤0.01%
1,025
+335
5155
$301K ﹤0.01%
35,367
-2,666
5156
$301K ﹤0.01%
9,788
+3,781
5157
$301K ﹤0.01%
15,238
+5,417
5158
$300K ﹤0.01%
91,770
+65,410
5159
$299K ﹤0.01%
53,892
+25,906
5160
$298K ﹤0.01%
14,375
-4,474
5161
$298K ﹤0.01%
24,589
-15,162
5162
$297K ﹤0.01%
27,433
5163
$297K ﹤0.01%
7,354
+2,666
5164
$295K ﹤0.01%
320
+110
5165
$295K ﹤0.01%
60,787
+1,662
5166
$291K ﹤0.01%
21,975
+2,200
5167
$291K ﹤0.01%
15,246
+898
5168
$290K ﹤0.01%
15,857
-150,235
5169
$289K ﹤0.01%
7,068
+3,035
5170
$289K ﹤0.01%
64
-40
5171
$289K ﹤0.01%
54
+10
5172
$289K ﹤0.01%
8,554
+2,744
5173
$288K ﹤0.01%
15,670
+981
5174
$288K ﹤0.01%
8,430
+978
5175
$287K ﹤0.01%
18,830
-1,713
205 206
207
208 209