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
4301
$457K ﹤0.01%
29,131
+5,973
4302
$457K ﹤0.01%
8,598
+2,198
4303
$455K ﹤0.01%
36,812
-18,644
4304
$453K ﹤0.01%
34,689
+306
4305
$453K ﹤0.01%
31,106
-52,500
4306
$450K ﹤0.01%
7,327
-1,548
4307
$450K ﹤0.01%
10,588
-13,166
4308
$449K ﹤0.01%
30,017
-5,252
4309
$447K ﹤0.01%
9,342
-162,382
4310
$446K ﹤0.01%
50,703
-18,165
4311
$445K ﹤0.01%
43,374
-2,147
4312
$444K ﹤0.01%
234,983
+185,394
4313
$443K ﹤0.01%
118,364
-57,965
4314
$443K ﹤0.01%
151,410
-3,281
4315
$443K ﹤0.01%
22,628
-27,956
4316
$442K ﹤0.01%
71,565
-30,671
4317
$441K ﹤0.01%
70,998
-1,802
4318
$441K ﹤0.01%
11,325
+11,250
4319
$441K ﹤0.01%
20,345
+6,200
4320
$440K ﹤0.01%
688,684
+554,758
4321
$440K ﹤0.01%
+17,274
4322
$440K ﹤0.01%
+193,790
4323
$440K ﹤0.01%
253,343
-1,893,717
4324
$439K ﹤0.01%
8,575
+898
4325
$438K ﹤0.01%
60,370
-272,527
171 172
173
174 175