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
5351
$177K ﹤0.01%
12,640
+10,290
5352
$177K ﹤0.01%
10,155
-2,078
5353
$176K ﹤0.01%
421
-83
5354
$176K ﹤0.01%
2,825
5355
$175K ﹤0.01%
3,619
-573
5356
$174K ﹤0.01%
6,346
+1,874
5357
$173K ﹤0.01%
76,950
+29,768
5358
$171K ﹤0.01%
5,194
+2,987
5359
$171K ﹤0.01%
16,660
-2,925
5360
$171K ﹤0.01%
83,902
+78,979
5361
$170K ﹤0.01%
59,525
-15,900
5362
$170K ﹤0.01%
17,913
-437
5363
$170K ﹤0.01%
233
-1,966
5364
$170K ﹤0.01%
4,123
-4,204
5365
$169K ﹤0.01%
13,497
+4,571
5366
$168K ﹤0.01%
4,748
+1,532
5367
$168K ﹤0.01%
740
+188
5368
$167K ﹤0.01%
5,049
+2,159
5369
$166K ﹤0.01%
28,905
-21,789
5370
$165K ﹤0.01%
+3,532
5371
$165K ﹤0.01%
+1,107
5372
$164K ﹤0.01%
36,650
+4,301
5373
$163K ﹤0.01%
87,460
-287,256
5374
$162K ﹤0.01%
11,102
+9,231
5375
$162K ﹤0.01%
13,261
-1,148
213 214
215
216 217