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
2726
$3.59M ﹤0.01%
310,301
-243,959
2727
$3.59M ﹤0.01%
391,131
+70,469
2728
$3.58M ﹤0.01%
210,890
-680,842
2729
$3.58M ﹤0.01%
1,231,425
+124,267
2730
$3.58M ﹤0.01%
80,615
-75,895
2731
$3.58M ﹤0.01%
92,574
+7,521
2732
$3.57M ﹤0.01%
197,344
-88,248
2733
$3.57M ﹤0.01%
163,209
+62,594
2734
$3.57M ﹤0.01%
55,684
-44,307
2735
$3.56M ﹤0.01%
117,461
+38,300
2736
$3.56M ﹤0.01%
215,793
-132,890
2737
$3.55M ﹤0.01%
205,483
-175,777
2738
$3.54M ﹤0.01%
199,800
-15,033
2739
$3.54M ﹤0.01%
150,593
+54,408
2740
$3.54M ﹤0.01%
624,687
+160,983
2741
$3.53M ﹤0.01%
290,620
-914,540
2742
$3.53M ﹤0.01%
311,729
-24,422
2743
$3.52M ﹤0.01%
106,320
-7,803
2744
$3.52M ﹤0.01%
347,285
+44,112
2745
$3.52M ﹤0.01%
119,477
+904
2746
$3.52M ﹤0.01%
140,952
-70,643
2747
$3.52M ﹤0.01%
182,460
+85,839
2748
$3.52M ﹤0.01%
541,456
-230,907
2749
$3.52M ﹤0.01%
35,951
-95,663
2750
$3.51M ﹤0.01%
337,015
+17,462
108 109
110
111 112