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
5301
$200K ﹤0.01%
6,837
-51
5302
$200K ﹤0.01%
848
+484
5303
$200K ﹤0.01%
13,566
+4,545
5304
$199K ﹤0.01%
+15,319
5305
$199K ﹤0.01%
11,737
-788
5306
$199K ﹤0.01%
25,322
+874
5307
$198K ﹤0.01%
15,972
+13,472
5308
$196K ﹤0.01%
77,756
-16,651
5309
$196K ﹤0.01%
+14,672
5310
$196K ﹤0.01%
16,500
+12,065
5311
$196K ﹤0.01%
7,539
+933
5312
$196K ﹤0.01%
2,804
-6
5313
$195K ﹤0.01%
812
-9
5314
$194K ﹤0.01%
+49,670
5315
$194K ﹤0.01%
21,848
+3,424
5316
$194K ﹤0.01%
35,865
-669
5317
$194K ﹤0.01%
16,158
-4,992
5318
$193K ﹤0.01%
261
-1,335
5319
$192K ﹤0.01%
3,800
+961
5320
$192K ﹤0.01%
9,896
+1,020
5321
$192K ﹤0.01%
30,821
+3,785
5322
$191K ﹤0.01%
22,212
+21,012
5323
$191K ﹤0.01%
49,255
+19,998
5324
$190K ﹤0.01%
+673
5325
$190K ﹤0.01%
32,101
+12,484
211 212
213
214 215