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
3051
$2.58M ﹤0.01%
88,427
-81,106
3052
$2.58M ﹤0.01%
84,724
-79,656
3053
$2.57M ﹤0.01%
90,691
-74,792
3054
$2.57M ﹤0.01%
54,186
-10,678
3055
$2.57M ﹤0.01%
13,315
+12,995
3056
$2.57M ﹤0.01%
22,505
-61,946
3057
$2.56M ﹤0.01%
344,519
-38,201
3058
$2.56M ﹤0.01%
267,320
-313,144
3059
$2.55M ﹤0.01%
132,768
-74,530
3060
$2.55M ﹤0.01%
115,288
-70,025
3061
$2.55M ﹤0.01%
627,087
+243,003
3062
$2.55M ﹤0.01%
256,830
+112,226
3063
$2.55M ﹤0.01%
670,371
+130,865
3064
$2.55M ﹤0.01%
1,505,557
-1,325,753
3065
$2.54M ﹤0.01%
7,273,219
-149,739
3066
$2.54M ﹤0.01%
182,841
-185,601
3067
$2.54M ﹤0.01%
318,570
-15,795
3068
$2.54M ﹤0.01%
258,918
-352,605
3069
$2.54M ﹤0.01%
355,480
-724,104
3070
$2.53M ﹤0.01%
209,104
+56,099
3071
$2.53M ﹤0.01%
505,571
-6,305,237
3072
$2.53M ﹤0.01%
209,907
-58,894
3073
$2.53M ﹤0.01%
170,000
-65,771
3074
$2.52M ﹤0.01%
187,843
+23,232
3075
$2.52M ﹤0.01%
239,046
-22,309
121 122
123
124 125