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
5276
$219K ﹤0.01%
34,012
+17,522
5277
$219K ﹤0.01%
8,093
-922
5278
$218K ﹤0.01%
13,374
+5,572
5279
$218K ﹤0.01%
21,602
-258
5280
$216K ﹤0.01%
17,407
+6,121
5281
$215K ﹤0.01%
14,596
+2,389
5282
$214K ﹤0.01%
64,782
+9,757
5283
$214K ﹤0.01%
10,558
+1,380
5284
$214K ﹤0.01%
14,826
-664
5285
$214K ﹤0.01%
5,684
+1,571
5286
$210K ﹤0.01%
5,764
+2,492
5287
$210K ﹤0.01%
48,884
-52,732
5288
$209K ﹤0.01%
4,155
+1,983
5289
$209K ﹤0.01%
58,122
-4,104
5290
$209K ﹤0.01%
376,230
+179,907
5291
$208K ﹤0.01%
18,432
-150,668
5292
$207K ﹤0.01%
24,300
+9,259
5293
$206K ﹤0.01%
46,690
-683,589
5294
$206K ﹤0.01%
51,258
+23,256
5295
$205K ﹤0.01%
17,393
-33,660
5296
$205K ﹤0.01%
251
-457
5297
$202K ﹤0.01%
4,914
-1,954
5298
$202K ﹤0.01%
3,381
-3
5299
$201K ﹤0.01%
6,786
-21,490
5300
$201K ﹤0.01%
+21,437
210 211
212
213 214