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
3751
$1.14M ﹤0.01%
106,571
+24,885
3752
$1.14M ﹤0.01%
694,694
-196,712
3753
$1.14M ﹤0.01%
20,553
-16,331
3754
$1.14M ﹤0.01%
47,544
-143,674
3755
$1.14M ﹤0.01%
116,075
-75,732
3756
$1.14M ﹤0.01%
664,077
-336,418
3757
$1.13M ﹤0.01%
12,103
-6,025
3758
$1.13M ﹤0.01%
6,066
+805
3759
$1.13M ﹤0.01%
33,620
+2,153
3760
$1.13M ﹤0.01%
27,502
-10,787
3761
$1.13M ﹤0.01%
97,766
-47,586
3762
$1.13M ﹤0.01%
79,539
-53,237
3763
$1.13M ﹤0.01%
189,556
-110,298
3764
$1.12M ﹤0.01%
40,857
+2,732
3765
$1.12M ﹤0.01%
337,992
-911,169
3766
$1.12M ﹤0.01%
68,930
+26,064
3767
$1.12M ﹤0.01%
21,492
-85,439
3768
$1.12M ﹤0.01%
180,459
-49,233
3769
$1.12M ﹤0.01%
203,482
+201,816
3770
$1.11M ﹤0.01%
34,380
-1,802
3771
$1.11M ﹤0.01%
81,726
+17,352
3772
$1.11M ﹤0.01%
3,086,212
+300,944
3773
$1.11M ﹤0.01%
146,807
-125,423
3774
$1.1M ﹤0.01%
114,434
-57,656
3775
$1.1M ﹤0.01%
44,900
+8,001
149 150
151
152 153