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
3976
$824K ﹤0.01%
60,441
+7,759
3977
$821K ﹤0.01%
7,798
-11,760
3978
$821K ﹤0.01%
821
-787
3979
$818K ﹤0.01%
313,765
+2,713
3980
$818K ﹤0.01%
29,402
-3,575
3981
$816K ﹤0.01%
191,952
-1,140,299
3982
$811K ﹤0.01%
45,043
-7,834
3983
$809K ﹤0.01%
55,783
-189,497
3984
$809K ﹤0.01%
13,292
+627
3985
$806K ﹤0.01%
102,438
-188,286
3986
$804K ﹤0.01%
61,559
-182,372
3987
$803K ﹤0.01%
+44,234
3988
$801K ﹤0.01%
161,971
+128,656
3989
$801K ﹤0.01%
28,129
-615
3990
$801K ﹤0.01%
137,452
-40,959
3991
$799K ﹤0.01%
226,982
-205,058
3992
$798K ﹤0.01%
13,652
+12,331
3993
$796K ﹤0.01%
51,378
+18,096
3994
$795K ﹤0.01%
15,491
-32,213
3995
$794K ﹤0.01%
125,970
+11,300
3996
$791K ﹤0.01%
17,043
-106,264
3997
$784K ﹤0.01%
313,732
-143,134
3998
$783K ﹤0.01%
26,781
-79,099
3999
$782K ﹤0.01%
75,760
-92,392
4000
$781K ﹤0.01%
31,379
-8,658
158 159
160
161 162