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
2676
$3.77M ﹤0.01%
44,174
-81,105
2677
$3.77M ﹤0.01%
288,312
+33,564
2678
$3.77M ﹤0.01%
427,809
+88,739
2679
$3.77M ﹤0.01%
120,664
-27,211
2680
$3.77M ﹤0.01%
522,934
-49,166
2681
$3.75M ﹤0.01%
113,539
+11,725
2682
$3.75M ﹤0.01%
76,854
-187,788
2683
$3.75M ﹤0.01%
58,603
-112,578
2684
$3.75M ﹤0.01%
714,579
-344,340
2685
$3.75M ﹤0.01%
534,706
+16,046
2686
$3.75M ﹤0.01%
5,883
-1,407
2687
$3.74M ﹤0.01%
239,089
-267,453
2688
$3.74M ﹤0.01%
137,841
-71,919
2689
$3.73M ﹤0.01%
60,870
-9,021
2690
$3.73M ﹤0.01%
206,046
-216,177
2691
$3.73M ﹤0.01%
32,430
-754
2692
$3.73M ﹤0.01%
1,380,733
-17,537
2693
$3.72M ﹤0.01%
759,596
-614,071
2694
$3.72M ﹤0.01%
124,476
-111,876
2695
$3.72M ﹤0.01%
80,717
-9,828
2696
$3.71M ﹤0.01%
58,055
-49,713
2697
$3.71M ﹤0.01%
105,118
-95,534
2698
$3.7M ﹤0.01%
103,812
-112,453
2699
$3.7M ﹤0.01%
612,425
-35,129
2700
$3.69M ﹤0.01%
105,652
-56,152
106 107
108
109 110