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
4351
$418K ﹤0.01%
69,953
+34,138
4352
$417K ﹤0.01%
42,868
-21,155
4353
$417K ﹤0.01%
898
+149
4354
$416K ﹤0.01%
43,225
-26,347
4355
$415K ﹤0.01%
25,955
+19,575
4356
$415K ﹤0.01%
51,955
+1,410
4357
$415K ﹤0.01%
1,240,915
-134,137
4358
$413K ﹤0.01%
31,661
-6,204
4359
$413K ﹤0.01%
2,848
-1,620
4360
$412K ﹤0.01%
37,859
-38,791
4361
$411K ﹤0.01%
28,689
+25,512
4362
$411K ﹤0.01%
387,952
-337,728
4363
$411K ﹤0.01%
38,566
-371,603
4364
$411K ﹤0.01%
17,435
-61,577
4365
$410K ﹤0.01%
12,631
-19,651
4366
$410K ﹤0.01%
131,177
+11,913
4367
$408K ﹤0.01%
95,648
+56,141
4368
$408K ﹤0.01%
19,715
-334,736
4369
$407K ﹤0.01%
95,359
-6,205
4370
$406K ﹤0.01%
162,917
-893,958
4371
$406K ﹤0.01%
118,260
+69,695
4372
$404K ﹤0.01%
105,817
-796,564
4373
$404K ﹤0.01%
32,310
-1,265
4374
$403K ﹤0.01%
41,520
+62
4375
$402K ﹤0.01%
1,761
-1,526
173 174
175
176 177