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
3776
$1.1M ﹤0.01%
217,212
+14,170
3777
$1.09M ﹤0.01%
41,833
-38,384
3778
$1.09M ﹤0.01%
4,800
+2,067
3779
$1.09M ﹤0.01%
56,047
-131,536
3780
$1.09M ﹤0.01%
37,705
-5,278
3781
$1.09M ﹤0.01%
175,868
-32,525
3782
$1.09M ﹤0.01%
100,908
+2,000
3783
$1.09M ﹤0.01%
225,080
-2,885,372
3784
$1.09M ﹤0.01%
2,422,015
+1,118,492
3785
$1.09M ﹤0.01%
33,693
-247,241
3786
$1.09M ﹤0.01%
138,490
-60,050
3787
$1.09M ﹤0.01%
65,663
+15,717
3788
$1.09M ﹤0.01%
30,442
-5,793
3789
$1.08M ﹤0.01%
+45,678
3790
$1.08M ﹤0.01%
127,862
-26,630
3791
$1.08M ﹤0.01%
154,053
-529,714
3792
$1.08M ﹤0.01%
82,229
-22,416
3793
$1.08M ﹤0.01%
90,112
+42,919
3794
$1.07M ﹤0.01%
61,115
+60,615
3795
$1.07M ﹤0.01%
97,896
-97,152
3796
$1.07M ﹤0.01%
311,311
-549,534
3797
$1.07M ﹤0.01%
107,215
+98,318
3798
$1.07M ﹤0.01%
178,116
-13,459
3799
$1.07M ﹤0.01%
109,664
+17,529
3800
$1.06M ﹤0.01%
38,999
+11,983
150 151
152
153 154