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
4251
$492K ﹤0.01%
71,242
-2,923
4252
$491K ﹤0.01%
18,980
+8,731
4253
$491K ﹤0.01%
51,624
-7,942
4254
$489K ﹤0.01%
37,636
+3,472
4255
$488K ﹤0.01%
115,220
-33,950
4256
$488K ﹤0.01%
19,777
+949
4257
$488K ﹤0.01%
65,523
-87,729
4258
$486K ﹤0.01%
8,602
-16,091
4259
$486K ﹤0.01%
27,106
-50,544
4260
$485K ﹤0.01%
199,802
-177,858
4261
$483K ﹤0.01%
14,790
+5,457
4262
$481K ﹤0.01%
22,964
-20,162
4263
$481K ﹤0.01%
50,460
-69,296
4264
$481K ﹤0.01%
40,430
-71,992
4265
$480K ﹤0.01%
86,314
-10,400
4266
$480K ﹤0.01%
350
+135
4267
$478K ﹤0.01%
1,436
+971
4268
$478K ﹤0.01%
33,113
+12,280
4269
$477K ﹤0.01%
15,372
-788
4270
$477K ﹤0.01%
57,160
+6,050
4271
$477K ﹤0.01%
183,874
-26,370
4272
$474K ﹤0.01%
54,598
-46,989
4273
$474K ﹤0.01%
58,726
+31,787
4274
$473K ﹤0.01%
123,804
-42,839
4275
$473K ﹤0.01%
5,699
+5,650
169 170
171
172 173