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
5601
$76K ﹤0.01%
6,900
-700
5602
$76K ﹤0.01%
421
-1,308
5603
$75K ﹤0.01%
546
-723
5604
$75K ﹤0.01%
3,702
-5,469
5605
$75K ﹤0.01%
802
+309
5606
$75K ﹤0.01%
499
+169
5607
$75K ﹤0.01%
5,479
-1,512
5608
$74K ﹤0.01%
+5,130
5609
$74K ﹤0.01%
116
-12
5610
$73K ﹤0.01%
400
+320
5611
$73K ﹤0.01%
2,553
+902
5612
$72K ﹤0.01%
94,164
+35,497
5613
$72K ﹤0.01%
3,130
+145
5614
$71K ﹤0.01%
2,569
-26,655
5615
$70K ﹤0.01%
163,600
5616
$69K ﹤0.01%
10,110
+327
5617
$69K ﹤0.01%
5,400
5618
– –
0
5619
$69K ﹤0.01%
10,617
-1,069
5620
$69K ﹤0.01%
503
+268
5621
$68K ﹤0.01%
4,497
-498
5622
$68K ﹤0.01%
92
+35
5623
$68K ﹤0.01%
+6,800
5624
$68K ﹤0.01%
8,216
-31,502
5625
$68K ﹤0.01%
7,355
+1,516
223 224
225
226 227