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
4276
$473K ﹤0.01%
11,906
-8,229
4277
$473K ﹤0.01%
73,367
-38,150
4278
$472K ﹤0.01%
190,439
-94,093
4279
$472K ﹤0.01%
21,310
-26,280
4280
$471K ﹤0.01%
14,276
-4,485
4281
$471K ﹤0.01%
106,843
-1,800
4282
$471K ﹤0.01%
10,329
-78,234
4283
$470K ﹤0.01%
+109,662
4284
$470K ﹤0.01%
26,192
+450
4285
$468K ﹤0.01%
95,127
-4,553
4286
$468K ﹤0.01%
31,657
-58,231
4287
$467K ﹤0.01%
14,867
-20,364
4288
$466K ﹤0.01%
68,249
+30,856
4289
$466K ﹤0.01%
47,796
-52,489
4290
$466K ﹤0.01%
102,817
+13,422
4291
$465K ﹤0.01%
29,609
-3,069
4292
$465K ﹤0.01%
19,456
-17,966
4293
$464K ﹤0.01%
195,619
-38,159
4294
$461K ﹤0.01%
62,380
-13,657
4295
$460K ﹤0.01%
15,682
-56,682
4296
$459K ﹤0.01%
12,911
-379
4297
$459K ﹤0.01%
112,555
-66,659
4298
$458K ﹤0.01%
269,515
+48,658
4299
$458K ﹤0.01%
23,333
+1,579
4300
$458K ﹤0.01%
38,626
-346,340
170 171
172
173 174