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
3301
$1.97M ﹤0.01%
136,498
+7,035
3302
$1.97M ﹤0.01%
129,747
-24,186
3303
$1.97M ﹤0.01%
162,918
+420
3304
$1.96M ﹤0.01%
64,163
-34,914
3305
$1.96M ﹤0.01%
368,363
-261,983
3306
$1.96M ﹤0.01%
380,205
+33,902
3307
$1.96M ﹤0.01%
38,019
-37,950
3308
$1.96M ﹤0.01%
316,232
-891,396
3309
$1.96M ﹤0.01%
105,341
+99,573
3310
$1.96M ﹤0.01%
54,425
-92,164
3311
$1.95M ﹤0.01%
206,524
+11,657
3312
$1.95M ﹤0.01%
79,578
+3,033
3313
$1.95M ﹤0.01%
74,301
+69,501
3314
$1.95M ﹤0.01%
192,138
+106,427
3315
$1.95M ﹤0.01%
172,916
-123,547
3316
$1.95M ﹤0.01%
59,663
-49,333
3317
$1.94M ﹤0.01%
97,324
-7,794
3318
$1.94M ﹤0.01%
57,056
-18,605
3319
$1.94M ﹤0.01%
135,481
-107,700
3320
$1.94M ﹤0.01%
43,517
-40,741
3321
$1.94M ﹤0.01%
176,394
+153,579
3322
$1.93M ﹤0.01%
187,091
-12,955
3323
$1.92M ﹤0.01%
943,519
-351,423
3324
$1.92M ﹤0.01%
61,152
-108,653
3325
$1.92M ﹤0.01%
130,939
+10,941
131 132
133
134 135