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
3826
$1.02M ﹤0.01%
90,928
+14,520
3827
$1.02M ﹤0.01%
24,984
-21,402
3828
$1.02M ﹤0.01%
2,141
+148
3829
$1.02M ﹤0.01%
36,798
-25,513
3830
$1.02M ﹤0.01%
36,608
-17,845
3831
$1.01M ﹤0.01%
36,916
-19,152
3832
$1.01M ﹤0.01%
85,447
-49,353
3833
$1.01M ﹤0.01%
28,060
-49,817
3834
$1.01M ﹤0.01%
78,058
+8,361
3835
$1M ﹤0.01%
94,030
+7,527
3836
$1M ﹤0.01%
139,948
-43,351
3837
$1M ﹤0.01%
86,130
-7,101
3838
$1M ﹤0.01%
142,179
-212,653
3839
$1M ﹤0.01%
410,692
-11,250
3840
$998K ﹤0.01%
22,362
-188,783
3841
$998K ﹤0.01%
47,131
+9,176
3842
$998K ﹤0.01%
72,284
-3,634
3843
$998K ﹤0.01%
40,372
-118,068
3844
$997K ﹤0.01%
18,737
-15,178
3845
$995K ﹤0.01%
39,881
-35,307
3846
$994K ﹤0.01%
37,855
-366,782
3847
$994K ﹤0.01%
126,677
-43,622
3848
$993K ﹤0.01%
131,829
-32,873
3849
$992K ﹤0.01%
37,549
+36,714
3850
$991K ﹤0.01%
38,532
-20,828
152 153
154
155 156