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
3726
$1.18M ﹤0.01%
52,869
-32,653
3727
$1.18M ﹤0.01%
40,805
-23,389
3728
$1.18M ﹤0.01%
75,206
-63,709
3729
$1.17M ﹤0.01%
115,856
-236,055
3730
$1.17M ﹤0.01%
28,346
+8,082
3731
$1.17M ﹤0.01%
60,729
-900,759
3732
$1.16M ﹤0.01%
48,239
-15,794
3733
$1.16M ﹤0.01%
1,000
-13,072
3734
$1.16M ﹤0.01%
91,554
-79,358
3735
$1.16M ﹤0.01%
36,701
-10,689
3736
$1.16M ﹤0.01%
65,307
+14,079
3737
$1.16M ﹤0.01%
93,467
-234,548
3738
$1.16M ﹤0.01%
346,190
-399,578
3739
$1.15M ﹤0.01%
73,019
+49,850
3740
$1.15M ﹤0.01%
36,873
-7,603
3741
$1.15M ﹤0.01%
64,632
-40,908
3742
$1.15M ﹤0.01%
57,185
-13,449
3743
$1.15M ﹤0.01%
58,570
-127,445
3744
$1.15M ﹤0.01%
27,340
+2,258
3745
$1.15M ﹤0.01%
27,847
+12,005
3746
$1.15M ﹤0.01%
14,779
-19,325
3747
$1.15M ﹤0.01%
3,972
-3,566
3748
$1.14M ﹤0.01%
178,962
+30,199
3749
$1.14M ﹤0.01%
93,497
-60,994
3750
$1.14M ﹤0.01%
3,008,818
-997,637
148 149
150
151 152