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
3351
$1.85M ﹤0.01%
51,667
-126,869
3352
$1.85M ﹤0.01%
101,886
-64,188
3353
$1.85M ﹤0.01%
129,887
-30,958
3354
$1.84M ﹤0.01%
330,591
-235,376
3355
$1.84M ﹤0.01%
341,864
-4,540,799
3356
$1.84M ﹤0.01%
25,774
-93,897
3357
$1.84M ﹤0.01%
44,579
-2,181
3358
$1.84M ﹤0.01%
+37,419
3359
$1.83M ﹤0.01%
250,713
+39,451
3360
$1.83M ﹤0.01%
367,837
-65,809
3361
$1.83M ﹤0.01%
91,007
+4,295
3362
$1.83M ﹤0.01%
91,523
-28,102
3363
$1.83M ﹤0.01%
79,484
-40,493
3364
$1.83M ﹤0.01%
60,042
+5,401
3365
$1.82M ﹤0.01%
69,935
-49,097
3366
$1.82M ﹤0.01%
17,084
-14,240
3367
$1.81M ﹤0.01%
58,407
-87,717
3368
$1.81M ﹤0.01%
56,972
-783
3369
$1.81M ﹤0.01%
37,739
-44,368
3370
$1.81M ﹤0.01%
141,907
-119,667
3371
$1.81M ﹤0.01%
119,514
+21,687
3372
$1.8M ﹤0.01%
109,100
-176,149
3373
$1.8M ﹤0.01%
30,809
-42,082
3374
$1.8M ﹤0.01%
71,806
+71,805
3375
$1.8M ﹤0.01%
221,894
+63,129
133 134
135
136 137