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
5926
$19K ﹤0.01%
278
+31
5927
$19K ﹤0.01%
11,283
+4,657
5928
$19K ﹤0.01%
+627
5929
$18K ﹤0.01%
133
5930
$18K ﹤0.01%
20,625
5931
$18K ﹤0.01%
4,185
+2,185
5932
$18K ﹤0.01%
129
+9
5933
$18K ﹤0.01%
300
5934
$18K ﹤0.01%
330
+223
5935
$18K ﹤0.01%
1,000
-156
5936
$18K ﹤0.01%
145
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5937
$18K ﹤0.01%
18
5938
$18K ﹤0.01%
24
-16
5939
$18K ﹤0.01%
792
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5940
$18K ﹤0.01%
+2,000
5941
$18K ﹤0.01%
+7,703
5942
$18K ﹤0.01%
1,204
+195
5943
$18K ﹤0.01%
1,196
-209
5944
$17K ﹤0.01%
4,203
-40
5945
$17K ﹤0.01%
759
5946
$17K ﹤0.01%
2,000
5947
$17K ﹤0.01%
325
5948
$17K ﹤0.01%
400
5949
$17K ﹤0.01%
362
+235
5950
$17K ﹤0.01%
+8,386