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
2626
$3.98M ﹤0.01%
270,147
+239,910
2627
$3.98M ﹤0.01%
590,541
-84,142
2628
$3.98M ﹤0.01%
55,943
+15,421
2629
$3.97M ﹤0.01%
89,929
-299,745
2630
$3.96M ﹤0.01%
456,289
-35,645
2631
$3.96M ﹤0.01%
339,831
-17,159
2632
$3.95M ﹤0.01%
177,875
+48,221
2633
$3.95M ﹤0.01%
37,097
-178,734
2634
$3.93M ﹤0.01%
91,628
+66,976
2635
$3.93M ﹤0.01%
588,602
-455,545
2636
$3.93M ﹤0.01%
400,992
-2,835,763
2637
$3.93M ﹤0.01%
151,414
-146,610
2638
$3.92M ﹤0.01%
938,087
+441,120
2639
$3.92M ﹤0.01%
251,158
+140,554
2640
$3.92M ﹤0.01%
135,487
-9,931
2641
$3.92M ﹤0.01%
167,428
-222,553
2642
$3.92M ﹤0.01%
150,827
-116,622
2643
$3.91M ﹤0.01%
2,920,345
-781,662
2644
$3.91M ﹤0.01%
529,982
-169,843
2645
$3.88M ﹤0.01%
315,603
-225,945
2646
$3.88M ﹤0.01%
154,119
+22,549
2647
$3.87M ﹤0.01%
681,148
+559,666
2648
$3.87M ﹤0.01%
89,516
+37,142
2649
$3.87M ﹤0.01%
85,725
-44,354
2650
$3.87M ﹤0.01%
819,963
-6,193,762
104 105
106
107 108