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
4151
$599K ﹤0.01%
58,812
-193,167
4152
$597K ﹤0.01%
17,875
-13,647
4153
$597K ﹤0.01%
45,003
+6,441
4154
$596K ﹤0.01%
28,567
+3,790
4155
$595K ﹤0.01%
566,436
-267,283
4156
$591K ﹤0.01%
21,544
+1,547
4157
$591K ﹤0.01%
191,066
+120,472
4158
$590K ﹤0.01%
12,892
-4,242
4159
$589K ﹤0.01%
12,204
-11,591
4160
$587K ﹤0.01%
25,431
-29,022
4161
$587K ﹤0.01%
105,369
+19,421
4162
$585K ﹤0.01%
15,951
-84,734
4163
$584K ﹤0.01%
72,370
-151,830
4164
$583K ﹤0.01%
54,167
-127,761
4165
$582K ﹤0.01%
134,162
-44,326
4166
$581K ﹤0.01%
55,196
-37
4167
$581K ﹤0.01%
40,885
-6,797
4168
$579K ﹤0.01%
49,863
-1,074
4169
$578K ﹤0.01%
38,224
-103,079
4170
$578K ﹤0.01%
91,560
-243,780
4171
$577K ﹤0.01%
43,296
-33,312
4172
$576K ﹤0.01%
219,939
-17,160
4173
$576K ﹤0.01%
94,513
-107,326
4174
$576K ﹤0.01%
82,718
-53,184
4175
$575K ﹤0.01%
62,162
-48,715
165 166
167
168 169