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
2926
$2.97M ﹤0.01%
50,998
-11,419
2927
$2.97M ﹤0.01%
568,104
+288,836
2928
$2.96M ﹤0.01%
61,617
-181,884
2929
$2.96M ﹤0.01%
288,621
+48,226
2930
$2.96M ﹤0.01%
515,629
-190,166
2931
$2.95M ﹤0.01%
59,154
+47,639
2932
$2.95M ﹤0.01%
184,866
-67,196
2933
$2.94M ﹤0.01%
845,884
-686,267
2934
$2.94M ﹤0.01%
42,735
+6,531
2935
$2.93M ﹤0.01%
135,096
+69,623
2936
$2.93M ﹤0.01%
50,608
-42,097
2937
$2.93M ﹤0.01%
414,711
+138,029
2938
$2.93M ﹤0.01%
102,190
+13,490
2939
$2.93M ﹤0.01%
9,877
-17,453
2940
$2.9M ﹤0.01%
586,260
-2,678,135
2941
$2.89M ﹤0.01%
6,849,601
-4,822,721
2942
$2.89M ﹤0.01%
115,929
-66,230
2943
$2.89M ﹤0.01%
135,972
-54,549
2944
$2.88M ﹤0.01%
144,090
-64,401
2945
$2.88M ﹤0.01%
160,527
+7,600
2946
$2.88M ﹤0.01%
160,333
+21,824
2947
$2.87M ﹤0.01%
130,276
-16,007
2948
$2.87M ﹤0.01%
337,959
+230,386
2949
$2.87M ﹤0.01%
33,483
-2,896
2950
$2.86M ﹤0.01%
206,800
+24,080
116 117
118
119 120