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
3451
$1.64M ﹤0.01%
206,174
-14,017
3452
$1.64M ﹤0.01%
80,857
+6,023
3453
$1.64M ﹤0.01%
56,553
-107,807
3454
$1.64M ﹤0.01%
8,100
-52,728
3455
$1.64M ﹤0.01%
156,480
-63,764
3456
$1.63M ﹤0.01%
64,912
-30,113
3457
$1.63M ﹤0.01%
450,105
+222,094
3458
$1.63M ﹤0.01%
118,355
+16,140
3459
$1.63M ﹤0.01%
157,427
+33,999
3460
$1.62M ﹤0.01%
229,709
-32,707
3461
$1.62M ﹤0.01%
149,673
-87,019
3462
$1.62M ﹤0.01%
20,847
+2,245
3463
$1.62M ﹤0.01%
60,312
-99,566
3464
$1.62M ﹤0.01%
34,184
-20,050
3465
$1.62M ﹤0.01%
226,201
-181,811
3466
$1.62M ﹤0.01%
72,691
-51,782
3467
$1.62M ﹤0.01%
74,747
-4,368
3468
$1.62M ﹤0.01%
123,901
+8,495
3469
$1.61M ﹤0.01%
44,544
-120,330
3470
$1.61M ﹤0.01%
69,103
-87,672
3471
$1.61M ﹤0.01%
3,814
+2,830
3472
$1.6M ﹤0.01%
310,438
-73,072
3473
$1.6M ﹤0.01%
100,713
-100,067
3474
$1.59M ﹤0.01%
390,000
-44,720
3475
$1.59M ﹤0.01%
2,094
-1,574
137 138
139
140 141