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
2551
$4.38M ﹤0.01%
429,910
-22,462
2552
$4.38M ﹤0.01%
200,674
+130,358
2553
$4.38M ﹤0.01%
132,463
-50,392
2554
$4.37M ﹤0.01%
200,091
-332,384
2555
$4.36M ﹤0.01%
4,674
+387
2556
$4.36M ﹤0.01%
248,468
-263,192
2557
$4.35M ﹤0.01%
424,423
-109,927
2558
$4.34M ﹤0.01%
122,384
-31,285
2559
$4.34M ﹤0.01%
246,700
-17,519
2560
$4.34M ﹤0.01%
429,301
+76,927
2561
$4.33M ﹤0.01%
158,779
-19,001
2562
$4.33M ﹤0.01%
855,433
+254,675
2563
$4.33M ﹤0.01%
321,122
-368,259
2564
$4.33M ﹤0.01%
103,278
-146,753
2565
$4.31M ﹤0.01%
174,389
-173,535
2566
$4.3M ﹤0.01%
703,727
-56,962
2567
$4.29M ﹤0.01%
44,806
-16,707
2568
$4.28M ﹤0.01%
101,618
-100,889
2569
$4.28M ﹤0.01%
191,971
-281,873
2570
$4.28M ﹤0.01%
165,320
-136,822
2571
$4.26M ﹤0.01%
130,659
-369
2572
$4.26M ﹤0.01%
82,764
-90,822
2573
$4.24M ﹤0.01%
158,250
+43,287
2574
$4.24M ﹤0.01%
1,617,133
-524,132
2575
$4.24M ﹤0.01%
161,873
-454
101 102
103
104 105