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
5676
$55K ﹤0.01%
432
-76
5677
$55K ﹤0.01%
22,469
+7,992
5678
$55K ﹤0.01%
+7,350
5679
$55K ﹤0.01%
3,000
5680
$54K ﹤0.01%
2,498
+181
5681
$54K ﹤0.01%
16,168
-87,268
5682
$54K ﹤0.01%
1,953
+603
5683
$54K ﹤0.01%
4,003
-8,591
5684
$54K ﹤0.01%
6,290
5685
$54K ﹤0.01%
10,117
-133
5686
$53K ﹤0.01%
19,832
+5,775
5687
$53K ﹤0.01%
26,111
-2,281
5688
$53K ﹤0.01%
24,579
+8,906
5689
$53K ﹤0.01%
9,774
+1,018
5690
$53K ﹤0.01%
6,525
-1,565
5691
$53K ﹤0.01%
27,400
-66,158
5692
$53K ﹤0.01%
1,935
5693
$52K ﹤0.01%
14,587
+3,508
5694
$52K ﹤0.01%
8,056
+1,194
5695
$52K ﹤0.01%
4,312
+900
5696
$52K ﹤0.01%
1,011
-276
5697
$52K ﹤0.01%
5,165
-475
5698
$51K ﹤0.01%
3,750
-932
5699
$51K ﹤0.01%
23,221
+3,721
5700
$51K ﹤0.01%
205
-1,703
226 227
228
229 230