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
$368B
AUM Growth
-$62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,004
New
Increased
Reduced
Closed

Top Buys

1
+$3.34B
2
+$2.05B
3
+$1.88B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.71B
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.3B

Top Sells

1
+$712M
2
+$651M
3
+$568M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$454M
5
AAPL icon
Apple
AAPL
+$406M

Sector Composition

1 Technology 16.07%
2 Healthcare 10.42%
3 Financials 7.81%
4 Consumer Discretionary 7.33%
5 Communication Services 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$4.6M ﹤0.01%
6,322,333
-38,727
2502
$4.6M ﹤0.01%
168,229
+24,155
2503
$4.59M ﹤0.01%
937,804
+128,820
2504
$4.59M ﹤0.01%
265,851
+165,728
2505
$4.59M ﹤0.01%
154,758
-150,255
2506
$4.59M ﹤0.01%
165,087
-20,559
2507
$4.59M ﹤0.01%
442,921
-8,714
2508
$4.59M ﹤0.01%
908,462
-191,060
2509
$4.58M ﹤0.01%
183,326
+39,658
2510
$4.58M ﹤0.01%
65,970
-59,586
2511
$4.58M ﹤0.01%
596,472
+435,102
2512
$4.57M ﹤0.01%
134,642
-353,102
2513
$4.57M ﹤0.01%
187,374
-41,146
2514
$4.56M ﹤0.01%
51,027
-19,449
2515
$4.56M ﹤0.01%
67,485
-18,061
2516
$4.56M ﹤0.01%
38,866
+7,682
2517
$4.56M ﹤0.01%
63,516
-31,360
2518
$4.56M ﹤0.01%
189,247
+112,183
2519
$4.55M ﹤0.01%
98,113
-79,963
2520
$4.54M ﹤0.01%
444,833
-147,044
2521
$4.54M ﹤0.01%
347,782
-221,967
2522
$4.54M ﹤0.01%
213,708
-515,810
2523
$4.54M ﹤0.01%
346,366
+125,406
2524
$4.54M ﹤0.01%
651,198
+162,671
2525
$4.51M ﹤0.01%
211,726
+158,976
99 100
101
102 103