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
4176
$574K ﹤0.01%
20,496
-1,365
4177
$574K ﹤0.01%
52,579
-762,164
4178
$572K ﹤0.01%
33,408
-38,554
4179
$572K ﹤0.01%
5,528
-1,781
4180
$571K ﹤0.01%
8,426
+560
4181
$571K ﹤0.01%
35,881
+15,323
4182
$570K ﹤0.01%
9,488
-3,608
4183
$569K ﹤0.01%
55,364
-30,072
4184
$567K ﹤0.01%
49,434
-24,140
4185
$565K ﹤0.01%
40,635
-75,500
4186
$565K ﹤0.01%
44,699
+1,005
4187
$563K ﹤0.01%
8,648
-6,508
4188
$563K ﹤0.01%
363,473
-358,536
4189
$563K ﹤0.01%
30,784
-80,682
4190
$563K ﹤0.01%
213,353
+35,673
4191
$560K ﹤0.01%
138,957
-99,070
4192
$560K ﹤0.01%
148,672
-27,256
4193
$560K ﹤0.01%
90,864
-498,770
4194
$556K ﹤0.01%
18,964
+5,602
4195
$556K ﹤0.01%
39,202
-36,826
4196
$556K ﹤0.01%
26,452
+21,252
4197
$554K ﹤0.01%
21,572
-76,806
4198
$551K ﹤0.01%
13,620
-19,721
4199
$550K ﹤0.01%
31,185
-9,964
4200
$550K ﹤0.01%
49,234
-4,365
166 167
168
169 170