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
5251
$237K ﹤0.01%
4,062
+3,905
5252
$237K ﹤0.01%
577
-50
5253
$235K ﹤0.01%
10,301
-6,563
5254
$234K ﹤0.01%
75,681
+45,676
5255
$233K ﹤0.01%
+4,527
5256
$232K ﹤0.01%
84,740
+41,603
5257
$231K ﹤0.01%
25,632
-21,098
5258
$229K ﹤0.01%
17,564
+604
5259
$228K ﹤0.01%
5,129
-1,460
5260
$228K ﹤0.01%
7,152
+576
5261
$228K ﹤0.01%
187,449
+69,890
5262
$227K ﹤0.01%
51,791
-460,733
5263
$226K ﹤0.01%
25,354
-2,327
5264
$226K ﹤0.01%
5,198
+1,640
5265
$224K ﹤0.01%
7,067
+1,062
5266
$223K ﹤0.01%
23,540
+10,440
5267
$222K ﹤0.01%
10,730
+4,110
5268
$222K ﹤0.01%
16,680
-1,584
5269
$222K ﹤0.01%
10,521
+4,370
5270
$222K ﹤0.01%
27,812
+16,291
5271
$222K ﹤0.01%
219,687
+81,919
5272
$221K ﹤0.01%
9,228
+852
5273
$221K ﹤0.01%
22,162
-41,236
5274
$220K ﹤0.01%
14,865
-1,101
5275
$220K ﹤0.01%
136,181
+6,912
209 210
211
212 213