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
3201
$2.21M ﹤0.01%
443,042
-326,464
3202
$2.21M ﹤0.01%
46,654
-15,848
3203
$2.21M ﹤0.01%
307,292
-23,515
3204
$2.21M ﹤0.01%
52,277
-4,050
3205
$2.2M ﹤0.01%
117,336
-97,563
3206
$2.2M ﹤0.01%
61,612
+23,792
3207
$2.2M ﹤0.01%
145,959
-62,649
3208
$2.2M ﹤0.01%
24,247
-11,894
3209
$2.19M ﹤0.01%
161,744
-3,095
3210
$2.19M ﹤0.01%
240,976
+158,557
3211
$2.18M ﹤0.01%
84,148
-56,938
3212
$2.18M ﹤0.01%
180,500
-308,519
3213
$2.18M ﹤0.01%
154,541
-1,102
3214
$2.18M ﹤0.01%
104,052
+14,412
3215
$2.18M ﹤0.01%
170,111
+47,833
3216
$2.18M ﹤0.01%
25,786
+3,391
3217
$2.17M ﹤0.01%
48,887
+18,878
3218
$2.17M ﹤0.01%
162,376
-24,972
3219
$2.17M ﹤0.01%
653,388
+188,053
3220
$2.17M ﹤0.01%
43,716
-22,724
3221
$2.17M ﹤0.01%
129,922
-20,154
3222
$2.16M ﹤0.01%
89,386
-80,743
3223
$2.16M ﹤0.01%
84,707
-169,000
3224
$2.16M ﹤0.01%
108,892
-68,431
3225
$2.15M ﹤0.01%
41,503
-3,588
127 128
129
130 131