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
3551
$1.45M ﹤0.01%
86,366
-168,279
3552
$1.45M ﹤0.01%
165,032
-1,113,194
3553
$1.45M ﹤0.01%
102,819
-58,623
3554
$1.45M ﹤0.01%
57,056
-23,840
3555
$1.45M ﹤0.01%
58,451
+46,268
3556
$1.45M ﹤0.01%
279,347
+53,933
3557
$1.45M ﹤0.01%
59,812
+2,218
3558
$1.44M ﹤0.01%
158,649
-1,271,240
3559
$1.44M ﹤0.01%
90,600
-62,521
3560
$1.44M ﹤0.01%
44,526
-6,796
3561
$1.44M ﹤0.01%
63,083
-3,076
3562
$1.44M ﹤0.01%
278,734
+44,668
3563
$1.44M ﹤0.01%
197,628
-9,083
3564
$1.43M ﹤0.01%
7,804
-6,421
3565
$1.43M ﹤0.01%
97,346
-548
3566
$1.43M ﹤0.01%
137,734
-43,046
3567
$1.43M ﹤0.01%
58,978
-487,092
3568
$1.43M ﹤0.01%
248,379
+11,461
3569
$1.42M ﹤0.01%
56,569
+36,315
3570
$1.42M ﹤0.01%
132,335
-210,340
3571
$1.42M ﹤0.01%
91,695
-294,942
3572
$1.42M ﹤0.01%
225,774
-67,559
3573
$1.42M ﹤0.01%
53,842
-152,982
3574
$1.42M ﹤0.01%
231,474
+82,855
3575
$1.42M ﹤0.01%
69,188
-160,378
141 142
143
144 145