Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year Est. Return 22.88%
 

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
+22.88%
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
6,959
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
1
$13.9B 3.81%
52,107,531
+16,312,086
2
$6.98B 1.91%
164,922,048
+22,477,444
3
$5.43B 1.49%
92,792,360
+5,783,300
4
$5.29B 1.45%
61,863,441
-343,648
5
$4.2B 1.15%
23,827,992
-1,437,956
6
$3.76B 1.03%
35,141,667
+952,370
7
$3.2B 0.88%
28,056,205
-64,871
8
$3.06B 0.84%
19,617,601
+4,411,356
9
$3.01B 0.82%
21,537,419
+971,757
10
$2.93B 0.8%
55,983,500
+217,780
11
$2.83B 0.77%
26,322,825
+685,977
12
$2.74B 0.75%
52,008,480
+5,593,260
13
$2.67B 0.73%
13,457,431
+299,916
14
$2.5B 0.69%
14,515,603
+3,300,909
15
$2.25B 0.62%
39,220,629
+5,258,299
16
$2.18B 0.6%
31,050,830
+10,271,066
17
$2.08B 0.57%
25,856,249
-1,445,236
18
$2.05B 0.56%
16,408,287
-1,064
19
$2.03B 0.56%
13,254,373
+17,486
20
$2.03B 0.55%
69,035,997
+9,053,439
21
$1.98B 0.54%
13,443,182
+138,107
22
$1.97B 0.54%
13,028,909
+1,389,251
23
$1.91B 0.52%
36,109,689
+6,081,944
24
$1.83B 0.5%
15,272,447
+676,225
25
$1.81B 0.49%
52,614,908
+3,112,480
1
2 3 4 5