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
2826
$3.26M ﹤0.01%
63,130
-20,227
2827
$3.26M ﹤0.01%
373,211
+56,994
2828
$3.26M ﹤0.01%
92,528
-94,416
2829
$3.26M ﹤0.01%
98,685
-46,398
2830
$3.25M ﹤0.01%
39,526
-16,257
2831
$3.24M ﹤0.01%
136,508
-104,375
2832
$3.24M ﹤0.01%
33,518
-88,170
2833
$3.23M ﹤0.01%
234,059
+40,108
2834
$3.23M ﹤0.01%
420,322
+156,014
2835
$3.23M ﹤0.01%
38,014
+8,328
2836
$3.22M ﹤0.01%
75,334
-13,630
2837
$3.22M ﹤0.01%
49,204
-38,406
2838
$3.22M ﹤0.01%
399,274
+59,086
2839
$3.21M ﹤0.01%
965,036
+160,483
2840
$3.21M ﹤0.01%
253,950
-41,494
2841
$3.21M ﹤0.01%
1,559,299
+353,514
2842
$3.21M ﹤0.01%
396,974
+155,175
2843
$3.21M ﹤0.01%
695,236
+175,279
2844
$3.2M ﹤0.01%
164,485
-5,227
2845
$3.2M ﹤0.01%
1,381
-52,847
2846
$3.19M ﹤0.01%
178,144
-58,644
2847
$3.19M ﹤0.01%
217,270
+68,281
2848
$3.19M ﹤0.01%
24,188
+16,794
2849
$3.18M ﹤0.01%
140,134
-577,552
2850
$3.18M ﹤0.01%
985,922
-589,903
112 113
114
115 116