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
5401
$151K ﹤0.01%
4,510
-965
5402
$150K ﹤0.01%
5,863
+2,276
5403
$150K ﹤0.01%
219,000
5404
$149K ﹤0.01%
+7,746
5405
$149K ﹤0.01%
12,730
-213
5406
$149K ﹤0.01%
11,098
-437
5407
$149K ﹤0.01%
4,039
+3,539
5408
$147K ﹤0.01%
84,112
-2,425
5409
$147K ﹤0.01%
5,525
+3,078
5410
$146K ﹤0.01%
920
+130
5411
$145K ﹤0.01%
7,000
+4,150
5412
$145K ﹤0.01%
19,717
-336
5413
$145K ﹤0.01%
250
-246
5414
$145K ﹤0.01%
17,743
+718
5415
$144K ﹤0.01%
5,736
-500
5416
$144K ﹤0.01%
5,572
-471
5417
$143K ﹤0.01%
19,075
-32,080
5418
$143K ﹤0.01%
1,405
5419
$143K ﹤0.01%
+5,974
5420
$142K ﹤0.01%
4,225
-923
5421
$141K ﹤0.01%
4,377
+4,261
5422
$141K ﹤0.01%
15,546
-41,220
5423
$141K ﹤0.01%
1,989
+515
5424
$139K ﹤0.01%
15,558
+2,647
5425
$139K ﹤0.01%
7,185
215 216
217
218 219