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
3901
$932K ﹤0.01%
33,919
-31,220
3902
$931K ﹤0.01%
70,279
-30,972
3903
$929K ﹤0.01%
65,765
-30,865
3904
$928K ﹤0.01%
21,201
-1,299
3905
$926K ﹤0.01%
124,752
-63,062
3906
$922K ﹤0.01%
56,415
-19,811
3907
$920K ﹤0.01%
47,329
-32,837
3908
$920K ﹤0.01%
104,789
-150,119
3909
$919K ﹤0.01%
47,736
-1,399,472
3910
$917K ﹤0.01%
+57
3911
$912K ﹤0.01%
75,881
-26,460
3912
$912K ﹤0.01%
5,003
-5,137
3913
$910K ﹤0.01%
14,607
+1,362
3914
$905K ﹤0.01%
42,154
-71,672
3915
$903K ﹤0.01%
447,115
-451,003
3916
$901K ﹤0.01%
135,740
-292,001
3917
$901K ﹤0.01%
36,618
-2,260
3918
$901K ﹤0.01%
269,945
+1,778
3919
$898K ﹤0.01%
30,107
-36,086
3920
$897K ﹤0.01%
165,063
-105,871
3921
$896K ﹤0.01%
46,788
-783,408
3922
$891K ﹤0.01%
99,454
+7,831
3923
$891K ﹤0.01%
64,314
-5,153
3924
$889K ﹤0.01%
42,297
-21,543
3925
$887K ﹤0.01%
242,290
+80,449
155 156
157
158 159