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
3476
$1.59M ﹤0.01%
120,396
-21,502
3477
$1.59M ﹤0.01%
84,565
-32,911
3478
$1.58M ﹤0.01%
95,071
-79,847
3479
$1.58M ﹤0.01%
18,438
-16,071
3480
$1.58M ﹤0.01%
57,496
-8,268
3481
$1.58M ﹤0.01%
124,819
-158,221
3482
$1.57M ﹤0.01%
144,365
-159,017
3483
$1.57M ﹤0.01%
23,315
+14,587
3484
$1.57M ﹤0.01%
164,417
-61,096
3485
$1.57M ﹤0.01%
19,600
-56,126
3486
$1.57M ﹤0.01%
178,140
-4,941
3487
$1.56M ﹤0.01%
148,615
+27,548
3488
$1.56M ﹤0.01%
114,686
-21,060
3489
$1.55M ﹤0.01%
127,699
-105,735
3490
$1.55M ﹤0.01%
41,945
-8,255
3491
$1.55M ﹤0.01%
108,673
-63,703
3492
$1.55M ﹤0.01%
58,587
-26,412
3493
$1.55M ﹤0.01%
68,442
-22,168
3494
$1.55M ﹤0.01%
9,754
-8,594
3495
$1.55M ﹤0.01%
123,258
-46,297
3496
$1.55M ﹤0.01%
26,398
-32,024
3497
$1.55M ﹤0.01%
79,346
+35,743
3498
$1.54M ﹤0.01%
536,563
+436,222
3499
$1.54M ﹤0.01%
80,618
-32,169
3500
$1.54M ﹤0.01%
14,546
-7,682
138 139
140
141 142