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
5451
$130K ﹤0.01%
3,762
+132
5452
$129K ﹤0.01%
1,992
+538
5453
$129K ﹤0.01%
9,153
-581
5454
$129K ﹤0.01%
1,644
5455
$128K ﹤0.01%
479
+169
5456
$128K ﹤0.01%
1,573
+1,463
5457
$128K ﹤0.01%
4,835
5458
$128K ﹤0.01%
12,456
+12,395
5459
$128K ﹤0.01%
3,442
-466
5460
$127K ﹤0.01%
15,714
-68,074
5461
$127K ﹤0.01%
872
+871
5462
$127K ﹤0.01%
28,042
-38,253
5463
$127K ﹤0.01%
7,663
-877
5464
$125K ﹤0.01%
6,509
-3,444
5465
$124K ﹤0.01%
7,038
-484
5466
$124K ﹤0.01%
18,681
+10,701
5467
$124K ﹤0.01%
+10,553
5468
$124K ﹤0.01%
329,236
-136,580
5469
$122K ﹤0.01%
33,610
-10,660
5470
$122K ﹤0.01%
18,216
+3,216
5471
$122K ﹤0.01%
3,638
-34
5472
$121K ﹤0.01%
4,066
-3,889
5473
$120K ﹤0.01%
4,641
-77,544
5474
$120K ﹤0.01%
+6,000
5475
$119K ﹤0.01%
13,752
+791
217 218
219
220 221