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
5576
$83K ﹤0.01%
16,551
-11,038
5577
$82K ﹤0.01%
4,776
+1
5578
$82K ﹤0.01%
3,811
+1,594
5579
$82K ﹤0.01%
639
-127
5580
$82K ﹤0.01%
55
-5,005
5581
$82K ﹤0.01%
58,262
-9,211
5582
$82K ﹤0.01%
3,600
+100
5583
$81K ﹤0.01%
1,839
5584
$81K ﹤0.01%
8,257
+3,141
5585
$81K ﹤0.01%
3,538
+639
5586
$81K ﹤0.01%
6,530
+1,404
5587
$81K ﹤0.01%
80,251
+19,795
5588
$81K ﹤0.01%
29,463
+374
5589
$81K ﹤0.01%
5,629
+230
5590
$80K ﹤0.01%
5,902
-1,151
5591
$79K ﹤0.01%
12,131
+9,370
5592
$79K ﹤0.01%
1,951
+1
5593
$79K ﹤0.01%
9,871
+3,709
5594
$79K ﹤0.01%
20,337
-12
5595
$79K ﹤0.01%
3,088
5596
$78K ﹤0.01%
20,612
+11,966
5597
$77K ﹤0.01%
1,878
+600
5598
$77K ﹤0.01%
3,807
-21,474
5599
$77K ﹤0.01%
11,690
-463
5600
$76K ﹤0.01%
3,320
+2,930
222 223
224
225 226