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
3026
$2.66M ﹤0.01%
60,393
-430,177
3027
$2.65M ﹤0.01%
23,510
-37,736
3028
$2.64M ﹤0.01%
31,720
-21,893
3029
$2.64M ﹤0.01%
241,032
-1,161
3030
$2.64M ﹤0.01%
57,720
+56,184
3031
$2.63M ﹤0.01%
360,818
+264,242
3032
$2.63M ﹤0.01%
638,059
-3,354,337
3033
$2.63M ﹤0.01%
28,764
-23,947
3034
$2.63M ﹤0.01%
242,044
-29,638
3035
$2.63M ﹤0.01%
38,829
-70,411
3036
$2.63M ﹤0.01%
266,192
-80,674
3037
$2.63M ﹤0.01%
77,631
+9,964
3038
$2.62M ﹤0.01%
215,194
-22,137
3039
$2.62M ﹤0.01%
232,968
+87,405
3040
$2.62M ﹤0.01%
432,218
+239,204
3041
$2.62M ﹤0.01%
197,068
-47,064
3042
$2.61M ﹤0.01%
156,279
+71,406
3043
$2.61M ﹤0.01%
230,364
+34,715
3044
$2.6M ﹤0.01%
48,926
-12,713
3045
$2.6M ﹤0.01%
189,125
-460,499
3046
$2.6M ﹤0.01%
209,750
-66,955
3047
$2.59M ﹤0.01%
222,867
+122,739
3048
$2.59M ﹤0.01%
216,244
+31,106
3049
$2.59M ﹤0.01%
5,899,169
-18,599,037
3050
$2.59M ﹤0.01%
14,813
-47,252
120 121
122
123 124