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
4451
$349K ﹤0.01%
42,151
-52,666
4452
$348K ﹤0.01%
29,148
+15,532
4453
$348K ﹤0.01%
4,875
-2,319
4454
$347K ﹤0.01%
14,158
+678
4455
$347K ﹤0.01%
+19,495
4456
$344K ﹤0.01%
25,622
-23,880
4457
$341K ﹤0.01%
10,447
+747
4458
$341K ﹤0.01%
180,573
4459
$341K ﹤0.01%
12,631
-8,021
4460
$340K ﹤0.01%
27,176
-10,554
4461
$339K ﹤0.01%
30,007
-85,358
4462
$339K ﹤0.01%
53,180
-114,564
4463
$338K ﹤0.01%
224,972
+138,985
4464
$337K ﹤0.01%
31,576
-39,489
4465
$337K ﹤0.01%
7,436
-20,791
4466
$335K ﹤0.01%
29,315
-17,866
4467
$335K ﹤0.01%
43,969
-202,816
4468
$334K ﹤0.01%
96,095
-217,288
4469
$334K ﹤0.01%
8,402
+2,628
4470
$333K ﹤0.01%
46,035
-73,479
4471
$333K ﹤0.01%
178,809
-102,822
4472
$330K ﹤0.01%
52,752
-10,581
4473
$329K ﹤0.01%
44,475
-102,021
4474
$328K ﹤0.01%
102,864
+20,723
4475
$328K ﹤0.01%
505
-1,808
177 178
179
180 181