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
4326
$437K ﹤0.01%
37,736
-95,229
4327
$436K ﹤0.01%
155
+93
4328
$436K ﹤0.01%
14,265
-47,334
4329
$434K ﹤0.01%
52,739
+5,984
4330
$433K ﹤0.01%
25,037
-20,017
4331
$433K ﹤0.01%
90,326
-62,911
4332
$430K ﹤0.01%
42,426
-20,690
4333
$430K ﹤0.01%
18,808
-1,309
4334
$429K ﹤0.01%
14,294
+13,948
4335
$428K ﹤0.01%
81,505
-359,465
4336
$428K ﹤0.01%
9,592
-16,108
4337
$426K ﹤0.01%
92,379
+8,304
4338
$426K ﹤0.01%
1,183,963
-741,574
4339
$426K ﹤0.01%
197,159
+24,978
4340
$425K ﹤0.01%
40,070
-39,720
4341
$423K ﹤0.01%
29,606
-2,803
4342
$423K ﹤0.01%
17,426
+6,955
4343
$422K ﹤0.01%
26,036
-222,861
4344
$422K ﹤0.01%
376,358
-182,624
4345
$421K ﹤0.01%
79,968
-178,865
4346
$420K ﹤0.01%
36,509
+4,893
4347
$419K ﹤0.01%
34,193
-401,386
4348
$419K ﹤0.01%
77,390
+12,854
4349
$419K ﹤0.01%
30,316
-6,390
4350
$418K ﹤0.01%
32,477
-63,569
172 173
174
175 176