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
3226
$2.15M ﹤0.01%
508,624
-23,095
3227
$2.15M ﹤0.01%
181,284
-248,013
3228
$2.15M ﹤0.01%
69,562
-452,527
3229
$2.14M ﹤0.01%
689,114
-209,632
3230
$2.14M ﹤0.01%
125,440
-28,802
3231
$2.14M ﹤0.01%
612,150
+146,249
3232
$2.14M ﹤0.01%
176,301
+8,011
3233
$2.14M ﹤0.01%
106,943
-91,063
3234
$2.14M ﹤0.01%
421,191
-68,820
3235
$2.13M ﹤0.01%
59,428
+10,991
3236
$2.13M ﹤0.01%
165,018
+10,508
3237
$2.13M ﹤0.01%
234,251
-152,855
3238
$2.12M ﹤0.01%
1,220,218
+65,444
3239
$2.12M ﹤0.01%
220,190
-62,207
3240
$2.12M ﹤0.01%
171,865
+44,619
3241
$2.12M ﹤0.01%
348,499
-49,430
3242
$2.11M ﹤0.01%
232,345
-189,517
3243
$2.11M ﹤0.01%
141,174
-12,195
3244
$2.11M ﹤0.01%
146,539
-145,672
3245
$2.11M ﹤0.01%
127,479
+16,569
3246
$2.1M ﹤0.01%
199,349
+142,772
3247
$2.1M ﹤0.01%
55,247
-318,514
3248
$2.1M ﹤0.01%
147,580
-65,473
3249
$2.1M ﹤0.01%
172,896
+4,300
3250
$2.1M ﹤0.01%
155,159
+68,298
128 129
130
131 132