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
3001
$2.73M ﹤0.01%
139,102
-236,697
3002
$2.73M ﹤0.01%
1,159,880
-141,468
3003
$2.72M ﹤0.01%
155,422
-93,387
3004
$2.72M ﹤0.01%
114,021
-135,679
3005
$2.71M ﹤0.01%
291,505
-17,735
3006
$2.71M ﹤0.01%
45,833
-7,853
3007
$2.71M ﹤0.01%
72,268
-73,519
3008
$2.71M ﹤0.01%
131,951
-131,392
3009
$2.71M ﹤0.01%
144,443
+18,557
3010
$2.7M ﹤0.01%
56,692
-22,115
3011
$2.7M ﹤0.01%
1,500,192
-5,834,775
3012
$2.69M ﹤0.01%
85,975
-6,761
3013
$2.69M ﹤0.01%
108,856
-41,395
3014
$2.69M ﹤0.01%
85,307
-29,094
3015
$2.69M ﹤0.01%
232,760
-4,043
3016
$2.68M ﹤0.01%
1,323,088
+872,990
3017
$2.68M ﹤0.01%
252,565
-109,098
3018
$2.68M ﹤0.01%
117,034
+75,822
3019
$2.68M ﹤0.01%
219,754
+78,651
3020
$2.68M ﹤0.01%
638,120
+256,246
3021
$2.68M ﹤0.01%
28,231
-125,654
3022
$2.67M ﹤0.01%
128,320
-172,910
3023
$2.67M ﹤0.01%
308,666
+307,526
3024
$2.67M ﹤0.01%
204,365
+127,844
3025
$2.67M ﹤0.01%
484,600
+55,653
119 120
121
122 123