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
4051
$712K ﹤0.01%
10,156
-7,786
4052
$712K ﹤0.01%
61,526
+22,158
4053
$712K ﹤0.01%
31,130
-41,897
4054
$711K ﹤0.01%
55,515
+9,500
4055
$710K ﹤0.01%
15,249
-10,988
4056
$709K ﹤0.01%
28,871
-17,095
4057
$709K ﹤0.01%
13,647
-1,122
4058
$709K ﹤0.01%
36,444
4059
$708K ﹤0.01%
70,296
-52,787
4060
$707K ﹤0.01%
79,328
+59,796
4061
$707K ﹤0.01%
3,108
+2,984
4062
$707K ﹤0.01%
18,025
-158,446
4063
$704K ﹤0.01%
3,888
-1,927
4064
$704K ﹤0.01%
17,571
-8,636
4065
$703K ﹤0.01%
28,248
-29,257
4066
$702K ﹤0.01%
19,822
+746
4067
$700K ﹤0.01%
473,392
-447,768
4068
$700K ﹤0.01%
33,620
-117,773
4069
$696K ﹤0.01%
1,404
-727
4070
$696K ﹤0.01%
42,244
-39,115
4071
$695K ﹤0.01%
18,454
-72,400
4072
$695K ﹤0.01%
16,596
-330,228
4073
$690K ﹤0.01%
38,658
+12,980
4074
$689K ﹤0.01%
9,139
-2,440
4075
$688K ﹤0.01%
78,976
+38,458
161 162
163
164 165