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
3151
$2.35M ﹤0.01%
141,829
-133,277
3152
$2.34M ﹤0.01%
123,655
-86,526
3153
$2.34M ﹤0.01%
59,445
-2,068
3154
$2.33M ﹤0.01%
501,262
-95,904
3155
$2.33M ﹤0.01%
96,078
-3,347
3156
$2.33M ﹤0.01%
54,717
-141,889
3157
$2.33M ﹤0.01%
164,525
-415,091
3158
$2.33M ﹤0.01%
1,775,823
+480,371
3159
$2.32M ﹤0.01%
810,933
-99,327
3160
$2.32M ﹤0.01%
73,978
-60,046
3161
$2.32M ﹤0.01%
72,437
+18,921
3162
$2.31M ﹤0.01%
+36,089
3163
$2.31M ﹤0.01%
44,357
-29,590
3164
$2.31M ﹤0.01%
10,209
-9,310
3165
$2.31M ﹤0.01%
198,550
-444,945
3166
$2.3M ﹤0.01%
196,040
-296,322
3167
$2.3M ﹤0.01%
2,654,128
+129,495
3168
$2.3M ﹤0.01%
24,892
-24,417
3169
$2.3M ﹤0.01%
3,391
-3,913
3170
$2.29M ﹤0.01%
117,431
+47,928
3171
$2.29M ﹤0.01%
50,397
-140,350
3172
$2.28M ﹤0.01%
57,156
-230,497
3173
$2.28M ﹤0.01%
66,261
-26,276
3174
$2.28M ﹤0.01%
410,957
+35,564
3175
$2.27M ﹤0.01%
+175,000
125 126
127
128 129