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
5526
$97K ﹤0.01%
28,622
+11,450
5527
$96K ﹤0.01%
16,300
+14,200
5528
$96K ﹤0.01%
29
+4
5529
$96K ﹤0.01%
40,545
+2,318
5530
$96K ﹤0.01%
183,800
+36,000
5531
$95K ﹤0.01%
3,962
-504
5532
$95K ﹤0.01%
3,704
+2,898
5533
$95K ﹤0.01%
36,365
-536
5534
$95K ﹤0.01%
29,462
+29,412
5535
$95K ﹤0.01%
20,235
-12,600
5536
$94K ﹤0.01%
4,997
+4
5537
$94K ﹤0.01%
1,918
-198
5538
$94K ﹤0.01%
8,696
+2,015
5539
$93K ﹤0.01%
4,300
+25
5540
$93K ﹤0.01%
43,400
-29,030
5541
$93K ﹤0.01%
11,052
-45,141
5542
$93K ﹤0.01%
2,772
5543
$92K ﹤0.01%
2,101
-761
5544
$92K ﹤0.01%
5,717
-654
5545
$92K ﹤0.01%
+3,090
5546
$91K ﹤0.01%
5,515
+2,970
5547
$91K ﹤0.01%
2,811
+1,684
5548
$91K ﹤0.01%
5,605
-1,100
5549
$91K ﹤0.01%
3,667
-2,768
5550
$90K ﹤0.01%
5,469
-1,008
220 221
222
223 224