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
3426
$1.68M ﹤0.01%
87,957
+40,649
3427
$1.68M ﹤0.01%
120,063
-191,214
3428
$1.68M ﹤0.01%
152,381
+82,547
3429
$1.67M ﹤0.01%
193,708
+23,346
3430
$1.67M ﹤0.01%
208,141
-530,314
3431
$1.67M ﹤0.01%
54,214
-9,300
3432
$1.67M ﹤0.01%
279,736
-332,032
3433
$1.66M ﹤0.01%
269,542
-4,690,677
3434
$1.66M ﹤0.01%
138,930
-454,464
3435
$1.66M ﹤0.01%
97,255
-36,706
3436
$1.66M ﹤0.01%
158,904
-111,692
3437
$1.66M ﹤0.01%
687
+331
3438
$1.66M ﹤0.01%
169,356
-4,143
3439
$1.65M ﹤0.01%
24,774
+1,110
3440
$1.65M ﹤0.01%
147,816
-108,065
3441
$1.65M ﹤0.01%
77,699
-7,676
3442
$1.65M ﹤0.01%
181,369
+2,611
3443
$1.65M ﹤0.01%
74,857
-14,238
3444
$1.65M ﹤0.01%
123,113
+14,013
3445
$1.65M ﹤0.01%
307,314
+261,400
3446
$1.65M ﹤0.01%
213,404
-1,732,680
3447
$1.64M ﹤0.01%
263,395
+51,429
3448
$1.64M ﹤0.01%
74,679
-5,496
3449
$1.64M ﹤0.01%
26,034
-29,889
3450
$1.64M ﹤0.01%
68,995
-55,313
136 137
138
139 140