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
4226
$515K ﹤0.01%
61,492
-2,659,652
4227
$514K ﹤0.01%
44,658
+15,793
4228
$514K ﹤0.01%
50,033
-363,695
4229
$511K ﹤0.01%
79,642
4230
$508K ﹤0.01%
50,339
-252,721
4231
$507K ﹤0.01%
59,562
+167
4232
$507K ﹤0.01%
129,283
-157,900
4233
$506K ﹤0.01%
53,757
-55,154
4234
$506K ﹤0.01%
10,719
+375
4235
$505K ﹤0.01%
117,541
-346,367
4236
$505K ﹤0.01%
6,217
-103,057
4237
$505K ﹤0.01%
34,195
-515,484
4238
$505K ﹤0.01%
72,699
+33,948
4239
$504K ﹤0.01%
67,365
+35,552
4240
$504K ﹤0.01%
97,529
-228,176
4241
$503K ﹤0.01%
107,190
+6,190
4242
$503K ﹤0.01%
349,256
-100,436
4243
$502K ﹤0.01%
119,015
-22,828
4244
$497K ﹤0.01%
35,696
-10,634
4245
$495K ﹤0.01%
1,432
-1,570
4246
$495K ﹤0.01%
25,399
+14,541
4247
$494K ﹤0.01%
367,753
-3,191,109
4248
$494K ﹤0.01%
43,758
-18,900
4249
$493K ﹤0.01%
14,272
+631
4250
$492K ﹤0.01%
26,779
-44,433
168 169
170
171 172