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
3401
$1.74M ﹤0.01%
144,355
-325,515
3402
$1.74M ﹤0.01%
34,343
-105,350
3403
$1.74M ﹤0.01%
282,341
+72,672
3404
$1.73M ﹤0.01%
958,115
-412,180
3405
$1.73M ﹤0.01%
107,521
-80,485
3406
$1.72M ﹤0.01%
29,314
-24,114
3407
$1.72M ﹤0.01%
20,382
-289,214
3408
$1.72M ﹤0.01%
93,758
-62,328
3409
$1.72M ﹤0.01%
60,941
+11,997
3410
$1.71M ﹤0.01%
444,459
+264,297
3411
$1.71M ﹤0.01%
63,514
-21,477
3412
$1.71M ﹤0.01%
77,497
-6,765
3413
$1.7M ﹤0.01%
19,063
-96,904
3414
$1.7M ﹤0.01%
201,122
-29,166
3415
$1.7M ﹤0.01%
34,267
-57,612
3416
$1.7M ﹤0.01%
450,706
-264,738
3417
$1.69M ﹤0.01%
23,774
-13,444
3418
$1.69M ﹤0.01%
179,115
+2,381
3419
$1.69M ﹤0.01%
272,501
-48,073
3420
$1.69M ﹤0.01%
211,055
-93,658
3421
$1.69M ﹤0.01%
38,352
-23,672
3422
$1.68M ﹤0.01%
39,587
+21,034
3423
$1.68M ﹤0.01%
38,860
-164,778
3424
$1.68M ﹤0.01%
110,340
+7,665
3425
$1.68M ﹤0.01%
92,153
-10,022
135 136
137
138 139