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
2776
$3.44M ﹤0.01%
291,290
-119,210
2777
$3.44M ﹤0.01%
322,446
-21,041
2778
$3.43M ﹤0.01%
65,467
-123,550
2779
$3.42M ﹤0.01%
82,903
-74,690
2780
$3.42M ﹤0.01%
284,213
-364,491
2781
$3.41M ﹤0.01%
90,943
+1,950
2782
$3.41M ﹤0.01%
201,988
-39,360
2783
$3.41M ﹤0.01%
186,070
-86,975
2784
$3.41M ﹤0.01%
150,961
+49,724
2785
$3.4M ﹤0.01%
137,174
-26,685
2786
$3.4M ﹤0.01%
781,836
+57,119
2787
$3.39M ﹤0.01%
444,126
+114,241
2788
$3.39M ﹤0.01%
447,121
+9,004
2789
$3.39M ﹤0.01%
268,289
+2,576
2790
$3.39M ﹤0.01%
391,147
-13,212
2791
$3.38M ﹤0.01%
38,296
+1,478
2792
$3.38M ﹤0.01%
261,056
+55,656
2793
$3.38M ﹤0.01%
634,591
-434,630
2794
$3.37M ﹤0.01%
594,878
-534,435
2795
$3.37M ﹤0.01%
255,460
+6,901
2796
$3.37M ﹤0.01%
54,698
+10,166
2797
$3.36M ﹤0.01%
+115,232
2798
$3.36M ﹤0.01%
102,819
-76,531
2799
$3.35M ﹤0.01%
112,300
-16,010
2800
$3.34M ﹤0.01%
3,343,955
+388,763
110 111
112
113 114