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
5501
$109K ﹤0.01%
11,795
+3,834
5502
$108K ﹤0.01%
9,201
+497
5503
$107K ﹤0.01%
5,420
+2,487
5504
$107K ﹤0.01%
2,988
-940
5505
$107K ﹤0.01%
24,481
-200
5506
$107K ﹤0.01%
10,178
-6,910
5507
$105K ﹤0.01%
5,713
-399
5508
$105K ﹤0.01%
5,500
+4,500
5509
$104K ﹤0.01%
8,334
5510
$104K ﹤0.01%
1,600
-284
5511
$104K ﹤0.01%
284
-57
5512
$103K ﹤0.01%
9,855
-8,419
5513
$103K ﹤0.01%
20,104
+7,481
5514
$102K ﹤0.01%
1,710
5515
$101K ﹤0.01%
37,516
-9,599
5516
$100K ﹤0.01%
5,833
-444
5517
$100K ﹤0.01%
3,896
+1,211
5518
$99K ﹤0.01%
21,485
-42,904
5519
$99K ﹤0.01%
29,762
+4,316
5520
$98K ﹤0.01%
5,253
+1,565
5521
$98K ﹤0.01%
14,003
-3,772
5522
$98K ﹤0.01%
2,038
-1,917
5523
$97K ﹤0.01%
438
+161
5524
$97K ﹤0.01%
32,997
-6,993
5525
$97K ﹤0.01%
7,041
-2,118
219 220
221
222 223