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
3576
$1.42M ﹤0.01%
199,101
-211,862
3577
$1.42M ﹤0.01%
123,158
-274,858
3578
$1.42M ﹤0.01%
23,428
+2,525
3579
$1.42M ﹤0.01%
29,060
-8,836
3580
$1.41M ﹤0.01%
79,990
-2,074,850
3581
$1.41M ﹤0.01%
63,573
-113,381
3582
$1.41M ﹤0.01%
113,931
-5,559
3583
$1.41M ﹤0.01%
42,283
-27,869
3584
$1.41M ﹤0.01%
243,933
-202,094
3585
$1.4M ﹤0.01%
93,428
-190,990
3586
$1.4M ﹤0.01%
641,344
+38,355
3587
$1.4M ﹤0.01%
54,214
-19,482
3588
$1.4M ﹤0.01%
60,574
-12,430
3589
$1.4M ﹤0.01%
79,679
-52,078
3590
$1.4M ﹤0.01%
129,863
-63,405
3591
$1.39M ﹤0.01%
42,509
+24,115
3592
$1.38M ﹤0.01%
1,801,331
-7,751,296
3593
$1.38M ﹤0.01%
76,310
-35,224
3594
$1.38M ﹤0.01%
692,148
+183,081
3595
$1.38M ﹤0.01%
179,442
-108,856
3596
$1.38M ﹤0.01%
95,387
-101,731
3597
$1.38M ﹤0.01%
26,941
-7,542
3598
$1.38M ﹤0.01%
389,723
+175,617
3599
$1.37M ﹤0.01%
95,009
-71,422
3600
$1.37M ﹤0.01%
32,729
-52,927
142 143
144
145 146