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
326
$181M 0.05%
2,868,059
+682,655
327
$180M 0.05%
1,992,788
+732,388
328
$180M 0.05%
2,913,224
-1,001,280
329
$180M 0.05%
3,550,845
+262,786
330
$178M 0.05%
4,727,944
+926,621
331
$177M 0.05%
934,436
-315,598
332
$177M 0.05%
996,810
-178,142
333
$175M 0.05%
4,809,428
+936,838
334
$175M 0.05%
12,597,513
-6,328,977
335
$175M 0.05%
3,360,844
-112,004
336
$175M 0.05%
6,793,660
+1,919,432
337
$175M 0.05%
3,850,239
-277,485
338
$173M 0.05%
5,077,855
+687,536
339
$173M 0.05%
5,663,196
-1,669,637
340
$172M 0.05%
1,454,161
+1,088,556
341
$172M 0.05%
6,705,195
-1,678,540
342
$171M 0.05%
1,349,439
+187,996
343
$171M 0.05%
3,602,640
+897,779
344
$170M 0.05%
5,556,381
+981,327
345
$169M 0.05%
735,191
-569,027
346
$169M 0.05%
9,797,506
+536,608
347
$168M 0.05%
2,351,257
-136,396
348
$168M 0.05%
4,870,493
+898,764
349
$167M 0.05%
6,863,088
-5,285,277
350
$167M 0.05%
8,130,416
-622,889
12 13
14
15 16