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
2526
$4.51M ﹤0.01%
589,366
-21,725
2527
$4.51M ﹤0.01%
276,562
+18,132
2528
$4.5M ﹤0.01%
220,524
-205,302
2529
$4.5M ﹤0.01%
188,668
+25,895
2530
$4.5M ﹤0.01%
140,525
-94,668
2531
$4.49M ﹤0.01%
582,838
+336,298
2532
$4.48M ﹤0.01%
425,354
-15,373
2533
$4.48M ﹤0.01%
68,194
-17,450
2534
$4.48M ﹤0.01%
188,204
-7,825
2535
$4.47M ﹤0.01%
108,936
-236,297
2536
$4.46M ﹤0.01%
143,779
-47,385
2537
$4.46M ﹤0.01%
246,303
+87,132
2538
$4.46M ﹤0.01%
1,559,253
+997,151
2539
$4.45M ﹤0.01%
284,808
+1,798
2540
$4.44M ﹤0.01%
618,993
-355,484
2541
$4.43M ﹤0.01%
75,751
-37,733
2542
$4.43M ﹤0.01%
332,061
+53,319
2543
$4.42M ﹤0.01%
109,145
-268,996
2544
$4.41M ﹤0.01%
99,085
-35,897
2545
$4.4M ﹤0.01%
79,740
-4,144
2546
$4.4M ﹤0.01%
50,091
-66,366
2547
$4.4M ﹤0.01%
303,680
+79,473
2548
$4.4M ﹤0.01%
84,106
-42,487
2549
$4.39M ﹤0.01%
240,621
+82,440
2550
$4.39M ﹤0.01%
1,028,775
+205,641
100 101
102
103 104