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
3651
$1.3M ﹤0.01%
38,069
-479
3652
$1.29M ﹤0.01%
106,966
+13,560
3653
$1.29M ﹤0.01%
72,950
-353,351
3654
$1.29M ﹤0.01%
122,926
-106,013
3655
$1.29M ﹤0.01%
986,263
-2,688,089
3656
$1.29M ﹤0.01%
5,102,574
-52,645
3657
$1.29M ﹤0.01%
183,161
-76,143
3658
$1.29M ﹤0.01%
117,839
-68,449
3659
$1.28M ﹤0.01%
181,649
+55,265
3660
$1.28M ﹤0.01%
112,084
-2,877
3661
$1.28M ﹤0.01%
60,847
-66,824
3662
$1.28M ﹤0.01%
189,456
-104,254
3663
$1.28M ﹤0.01%
101,169
+28,667
3664
$1.28M ﹤0.01%
18,986
-7,020
3665
$1.28M ﹤0.01%
95,316
-117,574
3666
$1.27M ﹤0.01%
113,869
-194,910
3667
$1.27M ﹤0.01%
102,697
+20,434
3668
$1.27M ﹤0.01%
128,677
-132,558
3669
$1.27M ﹤0.01%
99,271
-475,394
3670
$1.27M ﹤0.01%
51,463
-6,395
3671
$1.27M ﹤0.01%
58,522
+8,245
3672
$1.26M ﹤0.01%
25,349
-83,413
3673
$1.26M ﹤0.01%
155,433
-96,791
3674
$1.26M ﹤0.01%
28,880
-17,801
3675
$1.26M ﹤0.01%
112,057
+28,356
145 146
147
148 149