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
2901
$3.02M ﹤0.01%
27,812
+3,212
2902
$3.02M ﹤0.01%
480,295
-880,119
2903
$3.02M ﹤0.01%
100,858
-88,072
2904
$3.02M ﹤0.01%
141,955
-41,259
2905
$3.02M ﹤0.01%
156,685
+88,802
2906
$3.01M ﹤0.01%
136,694
-229,046
2907
$3.01M ﹤0.01%
402,434
-75,150
2908
$3.01M ﹤0.01%
72,380
-27,252
2909
$3M ﹤0.01%
70,093
+1,559
2910
$3M ﹤0.01%
56,753
-302,147
2911
$3M ﹤0.01%
672,940
-132,956
2912
$3M ﹤0.01%
158,580
-52,550
2913
$3M ﹤0.01%
161,229
-51,295
2914
$2.99M ﹤0.01%
284,781
+13,497
2915
$2.99M ﹤0.01%
360,779
-2,380,541
2916
$2.99M ﹤0.01%
82,554
-67,605
2917
$2.99M ﹤0.01%
40,206
-30,018
2918
$2.99M ﹤0.01%
26,771
-2,030
2919
$2.99M ﹤0.01%
116,814
-1,297,508
2920
$2.98M ﹤0.01%
68,082
-9,628
2921
$2.98M ﹤0.01%
277,938
-800,993
2922
$2.97M ﹤0.01%
44,703
-35,705
2923
$2.97M ﹤0.01%
101,081
-72,752
2924
$2.97M ﹤0.01%
53,673
-5,515
2925
$2.97M ﹤0.01%
53,309
-17,643
115 116
117
118 119