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
3376
$1.8M ﹤0.01%
116,635
-8,154
3377
$1.79M ﹤0.01%
46,285
-27,252
3378
$1.79M ﹤0.01%
105,009
-38,854
3379
$1.79M ﹤0.01%
147,545
+27,062
3380
$1.78M ﹤0.01%
165,956
-620,784
3381
$1.78M ﹤0.01%
45,699
-11,632
3382
$1.78M ﹤0.01%
418,633
-11,639
3383
$1.78M ﹤0.01%
236,404
-3,754
3384
$1.78M ﹤0.01%
462,413
-3,833
3385
$1.78M ﹤0.01%
67,061
-40,465
3386
$1.77M ﹤0.01%
115,103
-4,184
3387
$1.77M ﹤0.01%
144,451
+50,928
3388
$1.76M ﹤0.01%
100,835
+2,353
3389
$1.76M ﹤0.01%
122,761
-107,973
3390
$1.76M ﹤0.01%
37,784
-716
3391
$1.75M ﹤0.01%
959,647
+198,102
3392
$1.75M ﹤0.01%
162,571
-60,972
3393
$1.75M ﹤0.01%
101,095
-40,416
3394
$1.75M ﹤0.01%
751,936
-533,315
3395
$1.75M ﹤0.01%
424,019
-55,657
3396
$1.75M ﹤0.01%
66,306
+6,295
3397
$1.75M ﹤0.01%
669,897
-337,416
3398
$1.74M ﹤0.01%
79,692
-254,427
3399
$1.74M ﹤0.01%
600,058
-3,754,137
3400
$1.74M ﹤0.01%
79,437
-210,102
134 135
136
137 138