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
2651
$3.86M ﹤0.01%
479,262
-150,967
2652
$3.86M ﹤0.01%
194,126
-60,082
2653
$3.86M ﹤0.01%
447,932
-350,331
2654
$3.86M ﹤0.01%
1,836,362
-9,310
2655
$3.85M ﹤0.01%
177,367
-18,367
2656
$3.85M ﹤0.01%
109,484
-63,178
2657
$3.85M ﹤0.01%
1,235,058
-4,568,932
2658
$3.85M ﹤0.01%
4,234
+979
2659
$3.84M ﹤0.01%
449,226
-269,570
2660
$3.84M ﹤0.01%
45,424
-95,500
2661
$3.83M ﹤0.01%
2,818,648
-14,373
2662
$3.83M ﹤0.01%
40,703
+5,273
2663
$3.83M ﹤0.01%
85,872
-191,059
2664
$3.83M ﹤0.01%
2,403
+1,011
2665
$3.82M ﹤0.01%
283,163
-755
2666
$3.82M ﹤0.01%
94,937
-42,642
2667
$3.81M ﹤0.01%
91,037
-414,640
2668
$3.81M ﹤0.01%
121,512
-198,592
2669
$3.8M ﹤0.01%
117,617
-166,048
2670
$3.79M ﹤0.01%
346,673
+10,108
2671
$3.79M ﹤0.01%
199,252
+35,325
2672
$3.79M ﹤0.01%
200,033
+133,435
2673
$3.78M ﹤0.01%
726,277
-178,157
2674
$3.78M ﹤0.01%
269,467
-1,059,308
2675
$3.78M ﹤0.01%
500,851
+463,570
105 106
107
108 109