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
4401
$383K ﹤0.01%
62,272
-21,578
4402
$383K ﹤0.01%
21,124
-48,366
4403
$383K ﹤0.01%
14,149
-28,917
4404
$383K ﹤0.01%
7,226
-52
4405
$382K ﹤0.01%
80,056
-7,292
4406
$381K ﹤0.01%
124,457
-1,450,061
4407
$379K ﹤0.01%
8,955
+8,661
4408
$377K ﹤0.01%
47,871
+17,791
4409
$376K ﹤0.01%
29,250
4410
$376K ﹤0.01%
44,917
+8,570
4411
$375K ﹤0.01%
26,871
-14,366
4412
$375K ﹤0.01%
70,406
-8,923
4413
$375K ﹤0.01%
18
-142
4414
$374K ﹤0.01%
40,873
-40,018
4415
$373K ﹤0.01%
79,883
-150,568
4416
$373K ﹤0.01%
7,996
-7,204
4417
$373K ﹤0.01%
30,500
4418
$372K ﹤0.01%
9,786
-243
4419
$371K ﹤0.01%
115,361
-545,217
4420
$368K ﹤0.01%
20,262
-1,256
4421
$368K ﹤0.01%
8,953
-290
4422
$368K ﹤0.01%
229,902
+82,969
4423
$367K ﹤0.01%
236,850
-364,432
4424
$364K ﹤0.01%
9,581
-21,953
4425
$364K ﹤0.01%
122,061
-220,115
175 176
177
178 179