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
5426
$139K ﹤0.01%
11,496
-36,006
5427
$139K ﹤0.01%
12,052
+6,921
5428
$138K ﹤0.01%
11,722
+11,718
5429
$138K ﹤0.01%
26,259
+25,859
5430
$138K ﹤0.01%
+20,661
5431
$137K ﹤0.01%
16,830
-1,678
5432
$136K ﹤0.01%
51,142
-15,392
5433
$135K ﹤0.01%
3,973
-2,807
5434
$135K ﹤0.01%
5,762
+749
5435
$135K ﹤0.01%
7,534
5436
$134K ﹤0.01%
37,643
+5,833
5437
$134K ﹤0.01%
7,490
-1,448
5438
$133K ﹤0.01%
4,783
+700
5439
$133K ﹤0.01%
131,400
+500
5440
$132K ﹤0.01%
971
+787
5441
$132K ﹤0.01%
5,657
-2,061
5442
$132K ﹤0.01%
+8,266
5443
$132K ﹤0.01%
131
+50
5444
$132K ﹤0.01%
12,480
-17,753
5445
$132K ﹤0.01%
67,974
-112,956
5446
$132K ﹤0.01%
12,485
+5,322
5447
$131K ﹤0.01%
560
-227
5448
$131K ﹤0.01%
3,868
+1
5449
$131K ﹤0.01%
5,173
+3,100
5450
$131K ﹤0.01%
24,258
+17,384
216 217
218
219 220