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
4376
$402K ﹤0.01%
1,282
-360,684
4377
$401K ﹤0.01%
173,797
-2,077,624
4378
$401K ﹤0.01%
43,719
-641,290
4379
$401K ﹤0.01%
156,959
-247,659
4380
$400K ﹤0.01%
25,688
-15,575
4381
$398K ﹤0.01%
10,568
-12,808
4382
$397K ﹤0.01%
12,617
-19,317
4383
$396K ﹤0.01%
120,469
-124,889
4384
$396K ﹤0.01%
55,725
+30,030
4385
$395K ﹤0.01%
14,515
-241
4386
$395K ﹤0.01%
+13,845
4387
$394K ﹤0.01%
22,411
-11,392
4388
$392K ﹤0.01%
38,471
-62,175
4389
$392K ﹤0.01%
73,567
-24,748
4390
$392K ﹤0.01%
35,320
-254,112
4391
$389K ﹤0.01%
31,153
+14,917
4392
$389K ﹤0.01%
62,247
-115,474
4393
$389K ﹤0.01%
147,234
+67,583
4394
$388K ﹤0.01%
67,692
-133,519
4395
$388K ﹤0.01%
39,303
-17,326
4396
$386K ﹤0.01%
845
+683
4397
$386K ﹤0.01%
23,351
+19,533
4398
$386K ﹤0.01%
29,511
+15,670
4399
$385K ﹤0.01%
18,928
-6,097
4400
$384K ﹤0.01%
16,542
-25,097
174 175
176
177 178