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
5176
$287K ﹤0.01%
11,900
+1,468
5177
$287K ﹤0.01%
38,094
+18,081
5178
$286K ﹤0.01%
37,549
5179
$285K ﹤0.01%
14,274
-8,147
5180
$284K ﹤0.01%
68,210
+13,020
5181
$283K ﹤0.01%
17,615
+8,382
5182
$283K ﹤0.01%
14,398
-2,129
5183
$282K ﹤0.01%
32,045
+5,402
5184
$282K ﹤0.01%
1,802
+617
5185
$282K ﹤0.01%
5,528
-415
5186
$281K ﹤0.01%
32,108
+11,040
5187
$281K ﹤0.01%
4,533
-1,695
5188
$280K ﹤0.01%
622
-437
5189
$279K ﹤0.01%
175,684
-11,226
5190
$278K ﹤0.01%
34,903
+16,026
5191
$278K ﹤0.01%
14,594
-147,740
5192
$277K ﹤0.01%
28,103
+7,728
5193
$277K ﹤0.01%
9,313
+3,252
5194
$276K ﹤0.01%
22,377
+7,387
5195
$275K ﹤0.01%
6,721
-6,264
5196
$273K ﹤0.01%
17,560
-1,080
5197
$273K ﹤0.01%
4,346
-439
5198
$273K ﹤0.01%
27,464
-168,683
5199
$272K ﹤0.01%
44,273
+25,141
5200
$271K ﹤0.01%
34,126
-2,430
206 207
208
209 210