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
2976
$2.8M ﹤0.01%
397,644
-24,364
2977
$2.8M ﹤0.01%
1,187,671
-213,708
2978
$2.8M ﹤0.01%
210,456
+396
2979
$2.8M ﹤0.01%
158,248
+12,830
2980
$2.79M ﹤0.01%
269,964
-231,010
2981
$2.79M ﹤0.01%
490,465
+346,313
2982
$2.78M ﹤0.01%
193,813
-169,420
2983
$2.78M ﹤0.01%
+155,629
2984
$2.76M ﹤0.01%
372,991
-151,990
2985
$2.76M ﹤0.01%
408,163
-7,750
2986
$2.76M ﹤0.01%
73,254
+471
2987
$2.75M ﹤0.01%
106,807
-56,968
2988
$2.75M ﹤0.01%
148,240
-97,829
2989
$2.75M ﹤0.01%
55,100
+25,933
2990
$2.75M ﹤0.01%
100,256
-20,306
2991
$2.75M ﹤0.01%
202,239
+43,497
2992
$2.74M ﹤0.01%
143,423
-211,315
2993
$2.74M ﹤0.01%
245,926
-23,130
2994
$2.74M ﹤0.01%
289,288
-904,885
2995
$2.74M ﹤0.01%
254,796
-30,036
2996
$2.74M ﹤0.01%
116,576
-61,507
2997
$2.74M ﹤0.01%
88,198
-36,289
2998
$2.73M ﹤0.01%
120,736
-113,620
2999
$2.73M ﹤0.01%
542,708
+37,509
3000
$2.73M ﹤0.01%
49,606
+1,933
118 119
120
121 122