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
4201
$549K ﹤0.01%
3,191
-2,684
4202
$546K ﹤0.01%
34,860
-52,992
4203
$544K ﹤0.01%
22,014
-13,343
4204
$544K ﹤0.01%
70,785
-22,453
4205
$544K ﹤0.01%
41,348
-3,587
4206
$543K ﹤0.01%
272,755
-1,270,841
4207
$541K ﹤0.01%
313,123
-366,010
4208
$540K ﹤0.01%
13,180
+11,071
4209
$537K ﹤0.01%
51,833
-82,133
4210
$536K ﹤0.01%
440,107
-105,597
4211
$535K ﹤0.01%
231,759
-5,143
4212
$531K ﹤0.01%
28,891
-122,944
4213
$531K ﹤0.01%
43,361
+16,045
4214
$530K ﹤0.01%
410,732
-964,823
4215
$528K ﹤0.01%
49,495
-740,494
4216
$527K ﹤0.01%
78,800
-142,138
4217
$526K ﹤0.01%
146,817
-38,468
4218
$525K ﹤0.01%
48,832
+48,504
4219
$525K ﹤0.01%
150,125
+82,232
4220
$524K ﹤0.01%
25,267
-6,162,122
4221
$524K ﹤0.01%
68,327
-590,401
4222
$521K ﹤0.01%
127,823
+24,295
4223
$520K ﹤0.01%
97,547
+17,432
4224
$519K ﹤0.01%
64,876
-249,172
4225
$518K ﹤0.01%
80,738
+53,260
167 168
169
170 171