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
51
$1.21B 0.33%
16,736,701
-456,176
52
$1.21B 0.33%
43,185,296
-56,980
53
$1.17B 0.32%
8,698,795
-236,492
54
$1.17B 0.32%
8,127,412
+2,040,794
55
$1.15B 0.31%
16,067,028
+392,400
56
$1.15B 0.31%
24,336,135
-31,267,785
57
$1.13B 0.31%
9,929,032
-788,978
58
$1.08B 0.3%
7,675,562
+45,982
59
$1.07B 0.29%
4,874,785
-1,569,109
60
$1.06B 0.29%
12,823,167
+1,403,765
61
$1.05B 0.29%
4,275,556
+205,609
62
$1.05B 0.29%
27,620,725
+707,985
63
$1.05B 0.29%
5,626,220
+292,062
64
$1.04B 0.29%
6,071,304
+191,010
65
$1.03B 0.28%
12,305,602
-5,243,021
66
$1.03B 0.28%
9,670,588
+112,229
67
$1B 0.28%
10,391,899
-1,659,304
68
$987M 0.27%
25,273,252
+1,200,324
69
$962M 0.26%
3,775,453
+410,889
70
$960M 0.26%
6,992,736
-1,325,180
71
$957M 0.26%
36,103,702
+5,222,883
72
$945M 0.26%
12,301,277
+805,087
73
$944M 0.26%
15,403,056
+1,316,837
74
$928M 0.25%
19,441,230
+194,160
75
$928M 0.25%
15,483,579
+4,971,481
1 2
3
4 5