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
4426
$362K ﹤0.01%
10,469
-13,133
4427
$362K ﹤0.01%
35,585
-13,749
4428
$362K ﹤0.01%
26,417
-20,081
4429
$361K ﹤0.01%
6,685
-2,582
4430
$361K ﹤0.01%
25,875
-2,935
4431
$360K ﹤0.01%
91,410
-106,054
4432
$360K ﹤0.01%
114,887
-414,311
4433
$360K ﹤0.01%
23,527
-25,622
4434
$360K ﹤0.01%
55,659
-31,025
4435
$358K ﹤0.01%
54,123
-140,033
4436
$357K ﹤0.01%
42,012
-33,970
4437
$356K ﹤0.01%
15,115
-31,132
4438
$355K ﹤0.01%
13,442
-1,886
4439
$354K ﹤0.01%
43,614
+6,236
4440
$354K ﹤0.01%
20,840
-128,017
4441
$353K ﹤0.01%
15,360
-19,068
4442
$353K ﹤0.01%
27,355
-8,874
4443
$353K ﹤0.01%
50,467
+6,789
4444
$352K ﹤0.01%
158,176
-144,876
4445
$352K ﹤0.01%
13,867
-646
4446
$351K ﹤0.01%
11,676
-439
4447
$351K ﹤0.01%
62,276
-748,571
4448
$351K ﹤0.01%
6,044
-15,993
4449
$350K ﹤0.01%
49,364
+9,013
4450
$350K ﹤0.01%
113,446
-416,715
176 177
178
179 180