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
5226
$256K ﹤0.01%
52,958
-198
5227
$256K ﹤0.01%
65,670
-68,622
5228
$255K ﹤0.01%
+6,061
5229
$255K ﹤0.01%
10,528
+425
5230
$254K ﹤0.01%
+4,511
5231
$250K ﹤0.01%
5,756
-7,888
5232
$250K ﹤0.01%
18,038
5233
$250K ﹤0.01%
21,760
+7,656
5234
$249K ﹤0.01%
145,035
+46,150
5235
$248K ﹤0.01%
7,584
-15,794
5236
$248K ﹤0.01%
9,043
-2,154
5237
$247K ﹤0.01%
9,150
5238
$245K ﹤0.01%
15,506
-4,357
5239
$245K ﹤0.01%
28,595
-1,970
5240
$244K ﹤0.01%
8,528
+301
5241
$244K ﹤0.01%
9,522
+9,065
5242
$244K ﹤0.01%
2,337
+392
5243
$243K ﹤0.01%
24,567
+226
5244
$242K ﹤0.01%
102,507
-124,370
5245
$242K ﹤0.01%
36,175
+18,858
5246
$241K ﹤0.01%
4,859
-11,397
5247
$241K ﹤0.01%
4,179
-116
5248
$240K ﹤0.01%
20,389
-2,334
5249
$239K ﹤0.01%
18,264
+6,963
5250
$239K ﹤0.01%
19,242
+1,051
208 209
210
211 212