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
2576
$4.23M ﹤0.01%
1,175,635
-217,202
2577
$4.23M ﹤0.01%
123,172
+21,484
2578
$4.22M ﹤0.01%
602,441
+405,135
2579
$4.2M ﹤0.01%
184,910
-155,970
2580
$4.2M ﹤0.01%
223,023
-142,845
2581
$4.2M ﹤0.01%
261,041
-971,464
2582
$4.2M ﹤0.01%
237,001
-7,932
2583
$4.2M ﹤0.01%
164,767
+5,255
2584
$4.19M ﹤0.01%
412,584
+14,365
2585
$4.19M ﹤0.01%
44,275
-3,543
2586
$4.18M ﹤0.01%
313,011
-167,402
2587
$4.18M ﹤0.01%
93,514
-91
2588
$4.17M ﹤0.01%
170,727
+38,122
2589
$4.15M ﹤0.01%
343,249
+35,231
2590
$4.14M ﹤0.01%
174,407
-153,862
2591
$4.14M ﹤0.01%
196,444
+4,065
2592
$4.14M ﹤0.01%
426,249
+234,880
2593
$4.14M ﹤0.01%
179,872
+138,044
2594
$4.13M ﹤0.01%
427,280
-3,499,219
2595
$4.13M ﹤0.01%
10,784
-3,278
2596
$4.12M ﹤0.01%
710,973
-499,436
2597
$4.12M ﹤0.01%
155,852
-93,889
2598
$4.12M ﹤0.01%
563,169
-755,585
2599
$4.12M ﹤0.01%
32,223
+7,797
2600
$4.11M ﹤0.01%
110,017
-12,550
102 103
104
105 106