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
5901
$21K ﹤0.01%
5,135
5902
$21K ﹤0.01%
497
-55
5903
$21K ﹤0.01%
599
5904
$21K ﹤0.01%
17,848
+1,753
5905
$21K ﹤0.01%
13,590
+11,490
5906
$21K ﹤0.01%
3,355
5907
$21K ﹤0.01%
5,999
5908
$21K ﹤0.01%
1,200
5909
$20K ﹤0.01%
+1,000
5910
$20K ﹤0.01%
6,364
-6,134
5911
$20K ﹤0.01%
7,571
+5,516
5912
$20K ﹤0.01%
+394
5913
$20K ﹤0.01%
+115
5914
$20K ﹤0.01%
1,300
5915
$20K ﹤0.01%
+1,120
5916
$20K ﹤0.01%
838
-440
5917
$20K ﹤0.01%
5,516
-1,600
5918
$20K ﹤0.01%
6,800
5919
$20K ﹤0.01%
4,000
-2,000
5920
$19K ﹤0.01%
7,337
5921
$19K ﹤0.01%
7,283
-1,305
5922
$19K ﹤0.01%
+900
5923
$19K ﹤0.01%
1,370
+626
5924
$19K ﹤0.01%
200
5925
$19K ﹤0.01%
324