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
426
$131M 0.04%
1,366,084
-219,839
427
$130M 0.04%
5,460,276
+322,029
428
$129M 0.04%
6,203,600
-55,594
429
$128M 0.03%
3,182,689
-285,559
430
$127M 0.03%
733,303
+56,933
431
$125M 0.03%
2,469,349
-346,149
432
$125M 0.03%
4,668,400
+2,152,447
433
$125M 0.03%
4,763,598
+3,965
434
$125M 0.03%
1,317,907
+569,882
435
$125M 0.03%
7,408,674
+191,078
436
$124M 0.03%
2,652,930
-3,312
437
$123M 0.03%
1,233,599
-139,889
438
$123M 0.03%
1,860,762
+121,828
439
$122M 0.03%
1,187,482
+157,021
440
$122M 0.03%
4,861,632
+595,354
441
$122M 0.03%
3,133,428
+140,739
442
$121M 0.03%
831,806
-23,188
443
$121M 0.03%
12,040,997
-2,721,686
444
$121M 0.03%
5,022,657
-2,137,159
445
$121M 0.03%
1,239,021
+16,592
446
$120M 0.03%
1,530,241
+192,386
447
$119M 0.03%
2,249,418
+543,259
448
$119M 0.03%
4,805,674
-319,396
449
$118M 0.03%
371,913
-54,303
450
$117M 0.03%
2,270,910
+1,160,164
16 17
18
19 20