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
376
$156M 0.04%
2,926,257
-503,570
377
$155M 0.04%
3,244,102
-439,265
378
$154M 0.04%
7,553,949
-704,189
379
$154M 0.04%
5,408,949
+1,540,152
380
$153M 0.04%
2,719,243
+707,645
381
$152M 0.04%
3,362,578
-1,959,989
382
$152M 0.04%
4,514,038
-370,809
383
$151M 0.04%
6,617,444
+249,100
384
$151M 0.04%
1,744,123
-84,048
385
$151M 0.04%
1,385,200
-155,616
386
$150M 0.04%
4,388,993
-301,724
387
$150M 0.04%
2,379,420
-666,663
388
$150M 0.04%
3,561,982
+66,054
389
$149M 0.04%
1,716,023
+508,475
390
$149M 0.04%
3,409,979
+213,593
391
$148M 0.04%
3,355,232
+1,071,346
392
$148M 0.04%
1,118,194
+51,292
393
$147M 0.04%
3,258,957
+472,010
394
$145M 0.04%
1,733,803
+15,297
395
$145M 0.04%
6,716,828
-3,085,603
396
$144M 0.04%
1,515,764
+760,049
397
$144M 0.04%
1,684,145
-206,410
398
$143M 0.04%
16,839,646
+13,271,805
399
$143M 0.04%
2,600,598
-65,682
400
$142M 0.04%
1,926,327
+507,416
14 15
16
17 18