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
2701
$3.69M ﹤0.01%
51,370
-23,947
2702
$3.69M ﹤0.01%
223,558
-70,853
2703
$3.69M ﹤0.01%
150,912
-271,958
2704
$3.69M ﹤0.01%
579,345
-15,635
2705
$3.68M ﹤0.01%
115,616
-86,910
2706
$3.67M ﹤0.01%
164,937
+80,915
2707
$3.67M ﹤0.01%
86,926
+9,788
2708
$3.66M ﹤0.01%
134,113
-71,344
2709
$3.66M ﹤0.01%
131,955
-92,152
2710
$3.66M ﹤0.01%
199,712
-565,318
2711
$3.65M ﹤0.01%
453,580
+13,808
2712
$3.65M ﹤0.01%
174,682
-58,892
2713
$3.64M ﹤0.01%
71,872
-2,321
2714
$3.64M ﹤0.01%
94,491
-75,743
2715
$3.62M ﹤0.01%
56,189
-44,775
2716
$3.62M ﹤0.01%
388,252
-810,951
2717
$3.62M ﹤0.01%
599,360
-347,307
2718
$3.62M ﹤0.01%
149,703
-65,732
2719
$3.62M ﹤0.01%
184,859
+12,047
2720
$3.61M ﹤0.01%
496,416
-49,671
2721
$3.61M ﹤0.01%
164,966
-7,673
2722
$3.61M ﹤0.01%
231,496
-184,365
2723
$3.6M ﹤0.01%
815,476
+209,214
2724
$3.6M ﹤0.01%
647,578
+65,309
2725
$3.6M ﹤0.01%
299,580
-2,327
107 108
109
110 111