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
4101
$665K ﹤0.01%
299,963
+8,198
4102
$664K ﹤0.01%
35,966
+9,166
4103
$662K ﹤0.01%
128,810
-117,546
4104
$661K ﹤0.01%
27,526
-10,075
4105
$660K ﹤0.01%
25,501
-14,812
4106
$657K ﹤0.01%
69,062
+47,402
4107
$656K ﹤0.01%
28,468
-47,392
4108
$655K ﹤0.01%
28,343
-4,755
4109
$654K ﹤0.01%
24,428
-231,889
4110
$653K ﹤0.01%
25,304
+20,104
4111
$652K ﹤0.01%
228,989
+36,349
4112
$651K ﹤0.01%
30,782
-17,029
4113
$650K ﹤0.01%
22,415
-15,855
4114
$649K ﹤0.01%
99,843
-212,902
4115
$649K ﹤0.01%
48,050
+16,302
4116
$648K ﹤0.01%
61,119
-14,065
4117
$646K ﹤0.01%
86,515
+9,200
4118
$643K ﹤0.01%
39,392
-74,411
4119
$640K ﹤0.01%
23,854
-19,433
4120
$640K ﹤0.01%
66,238
+21,432
4121
$638K ﹤0.01%
63,371
-65,982
4122
$637K ﹤0.01%
106,303
+46,204
4123
$636K ﹤0.01%
17,669
+1,733
4124
$635K ﹤0.01%
135,995
-33,028
4125
$633K ﹤0.01%
53,245
-56,851
163 164
165
166 167