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
3676
$1.26M ﹤0.01%
150,124
-139,770
3677
$1.25M ﹤0.01%
170,864
-31,342
3678
$1.25M ﹤0.01%
665,259
+150,440
3679
$1.25M ﹤0.01%
549,943
+114,195
3680
$1.25M ﹤0.01%
321,897
-69,300
3681
$1.25M ﹤0.01%
49,984
-280
3682
$1.25M ﹤0.01%
44,422
-15,504
3683
$1.24M ﹤0.01%
37,916
-58,730
3684
$1.24M ﹤0.01%
278,076
+123,732
3685
$1.24M ﹤0.01%
91,597
-121,903
3686
$1.24M ﹤0.01%
76,375
-86,513
3687
$1.24M ﹤0.01%
244,209
-76,135
3688
$1.23M ﹤0.01%
23,961
-20,938
3689
$1.23M ﹤0.01%
235,151
+16,161
3690
$1.23M ﹤0.01%
87,280
+63,210
3691
$1.23M ﹤0.01%
430,809
-202,391
3692
$1.23M ﹤0.01%
89,878
-81,888
3693
$1.23M ﹤0.01%
127,533
-119,730
3694
$1.23M ﹤0.01%
38,290
+828
3695
$1.23M ﹤0.01%
44,149
+38,820
3696
$1.22M ﹤0.01%
33,319
-16,026
3697
$1.22M ﹤0.01%
182,198
-177,423
3698
$1.22M ﹤0.01%
64,795
-44,763
3699
$1.22M ﹤0.01%
50,306
-97,143
3700
$1.22M ﹤0.01%
21,940
-82,393
146 147
148
149 150