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
3601
$1.37M ﹤0.01%
23,216
-21,000
3602
$1.37M ﹤0.01%
30,207
-162,820
3603
$1.37M ﹤0.01%
124,675
-155,602
3604
$1.37M ﹤0.01%
90,318
-48,915
3605
$1.37M ﹤0.01%
57,891
-140,245
3606
$1.37M ﹤0.01%
59,744
-17,977
3607
$1.37M ﹤0.01%
20,308
-5,248
3608
$1.36M ﹤0.01%
110,793
-194,005
3609
$1.36M ﹤0.01%
113,586
+8,542
3610
$1.36M ﹤0.01%
47,982
-122,266
3611
$1.36M ﹤0.01%
29,552
-9,775
3612
$1.36M ﹤0.01%
36,029
-63,956
3613
$1.36M ﹤0.01%
56,425
-40,006
3614
$1.36M ﹤0.01%
45,270
-16,650
3615
$1.35M ﹤0.01%
40,595
-14,429
3616
$1.35M ﹤0.01%
227,545
-178,302
3617
$1.35M ﹤0.01%
269,500
-45,727
3618
$1.35M ﹤0.01%
46,572
-37,958
3619
$1.35M ﹤0.01%
832,107
+431,522
3620
$1.35M ﹤0.01%
177,382
-808,653
3621
$1.34M ﹤0.01%
157,304
-24,512
3622
$1.34M ﹤0.01%
128,527
+70,045
3623
$1.34M ﹤0.01%
131,901
-14,775
3624
$1.34M ﹤0.01%
145,073
+40,025
3625
$1.34M ﹤0.01%
213,874
-16,087
143 144
145
146 147