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
3076
$2.52M ﹤0.01%
153,844
-158,226
3077
$2.52M ﹤0.01%
55,429
-35,872
3078
$2.52M ﹤0.01%
395,329
-419,362
3079
$2.52M ﹤0.01%
822,506
-87,906
3080
$2.52M ﹤0.01%
283,598
-292,630
3081
$2.52M ﹤0.01%
141,242
-148,533
3082
$2.52M ﹤0.01%
783,497
-2,869,715
3083
$2.51M ﹤0.01%
111,861
-53,011
3084
$2.5M ﹤0.01%
64,127
-90,702
3085
$2.5M ﹤0.01%
243,781
-14,987
3086
$2.5M ﹤0.01%
89,421
+3,737
3087
$2.49M ﹤0.01%
730,660
-3,702,036
3088
$2.49M ﹤0.01%
109,203
-133,402
3089
$2.49M ﹤0.01%
187,677
+98,317
3090
$2.48M ﹤0.01%
150,246
-519,971
3091
$2.48M ﹤0.01%
108,576
-101,212
3092
$2.48M ﹤0.01%
127,308
-8,554
3093
$2.48M ﹤0.01%
192,937
-133,282
3094
$2.48M ﹤0.01%
88,084
-44,417
3095
$2.48M ﹤0.01%
57,006
+10,217
3096
$2.48M ﹤0.01%
198,109
-77,426
3097
$2.47M ﹤0.01%
89,603
-64,701
3098
$2.47M ﹤0.01%
29,446
+26,615
3099
$2.47M ﹤0.01%
591,542
-432,293
3100
$2.47M ﹤0.01%
92,666
-20,885
122 123
124
125 126