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
3701
$1.22M ﹤0.01%
126,697
-161,251
3702
$1.21M ﹤0.01%
111,068
-70,049
3703
$1.21M ﹤0.01%
91,111
-2,148
3704
$1.21M ﹤0.01%
21,377
-573
3705
$1.21M ﹤0.01%
276,675
-88,181
3706
$1.21M ﹤0.01%
115,691
-180,099
3707
$1.21M ﹤0.01%
26,704
-1,481
3708
$1.21M ﹤0.01%
56,855
-44,242
3709
$1.21M ﹤0.01%
1,253,847
+450,688
3710
$1.21M ﹤0.01%
9,793
-37,018
3711
$1.21M ﹤0.01%
46,132
+4,271
3712
$1.2M ﹤0.01%
74,887
-20,669
3713
$1.2M ﹤0.01%
567,544
-2,849,845
3714
$1.2M ﹤0.01%
2,530
-17,809
3715
$1.2M ﹤0.01%
125,678
-48,467
3716
$1.2M ﹤0.01%
34,230
-38,646
3717
$1.2M ﹤0.01%
78,341
-77,320
3718
$1.2M ﹤0.01%
224,543
-37,185
3719
$1.19M ﹤0.01%
41,218
-10,371
3720
$1.19M ﹤0.01%
596,472
+4,150
3721
$1.19M ﹤0.01%
36,115
-20,132
3722
$1.19M ﹤0.01%
88,677
+6,662
3723
$1.19M ﹤0.01%
166,553
-42,333
3724
$1.18M ﹤0.01%
249,207
-120,635
3725
$1.18M ﹤0.01%
76,325
+1,513
147 148
149
150 151