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
3251
$2.09M ﹤0.01%
1,161,996
+582,030
3252
$2.09M ﹤0.01%
64,717
-48,100
3253
$2.09M ﹤0.01%
82,031
-69,783
3254
$2.09M ﹤0.01%
576,692
-693,476
3255
$2.09M ﹤0.01%
272,955
+180,724
3256
$2.09M ﹤0.01%
423,516
-15,179
3257
$2.08M ﹤0.01%
522,865
-746,555
3258
$2.08M ﹤0.01%
13,088
-8,560
3259
$2.08M ﹤0.01%
54,218
-77,594
3260
$2.07M ﹤0.01%
121,294
+70,906
3261
$2.07M ﹤0.01%
108,355
-39,841
3262
$2.07M ﹤0.01%
2,047,008
+175,920
3263
$2.07M ﹤0.01%
154,009
+10,914
3264
$2.06M ﹤0.01%
123,169
+48,161
3265
$2.06M ﹤0.01%
157,051
-3,918
3266
$2.06M ﹤0.01%
90,811
-11,454
3267
$2.06M ﹤0.01%
58,178
-21,441
3268
$2.06M ﹤0.01%
109,603
-64,296
3269
$2.05M ﹤0.01%
65,239
-69,758
3270
$2.05M ﹤0.01%
47,246
-35,362
3271
$2.05M ﹤0.01%
97,868
-82,309
3272
$2.04M ﹤0.01%
45,367
-140,005
3273
$2.04M ﹤0.01%
103,411
+13,473
3274
$2.04M ﹤0.01%
55,515
-158,763
3275
$2.04M ﹤0.01%
132,859
+4,540
129 130
131
132 133