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
2851
$3.18M ﹤0.01%
163,692
-172,884
2852
$3.18M ﹤0.01%
224,720
-106,779
2853
$3.17M ﹤0.01%
45,780
-63,874
2854
$3.17M ﹤0.01%
160,388
-452
2855
$3.17M ﹤0.01%
60,934
-58,831
2856
$3.16M ﹤0.01%
54,791
-14,997
2857
$3.16M ﹤0.01%
210,089
-4,084
2858
$3.15M ﹤0.01%
1,048,210
-1,900,856
2859
$3.14M ﹤0.01%
110,394
-100,334
2860
$3.14M ﹤0.01%
302,542
+211,110
2861
$3.14M ﹤0.01%
215,338
-38,834
2862
$3.13M ﹤0.01%
350,555
-879,010
2863
$3.13M ﹤0.01%
870,346
-139,387
2864
$3.13M ﹤0.01%
69,759
+12,967
2865
$3.12M ﹤0.01%
397,225
-2,771,532
2866
$3.12M ﹤0.01%
327,735
-1,516,535
2867
$3.12M ﹤0.01%
216,608
-64,962
2868
$3.12M ﹤0.01%
92,862
-35,284
2869
$3.12M ﹤0.01%
42,032
-2,048
2870
$3.12M ﹤0.01%
2,150,547
+118,669
2871
$3.12M ﹤0.01%
45,168
-12,724
2872
$3.12M ﹤0.01%
85,558
-27,890
2873
$3.11M ﹤0.01%
115,314
-37,147
2874
$3.11M ﹤0.01%
1,013,534
+95,610
2875
$3.11M ﹤0.01%
49,797
-33,519
113 114
115
116 117