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
4476
$328K ﹤0.01%
41,670
-22,383
4477
$327K ﹤0.01%
32,967
-43,985
4478
$326K ﹤0.01%
12,216
-5,912
4479
$326K ﹤0.01%
23,840
-22,323
4480
$326K ﹤0.01%
340,498
-155,298
4481
$326K ﹤0.01%
5,770
-2,598
4482
$325K ﹤0.01%
105,176
-33,210
4483
$325K ﹤0.01%
48,108
-7,208
4484
$324K ﹤0.01%
37,035
+17,889
4485
$324K ﹤0.01%
27,774
-9,743
4486
$323K ﹤0.01%
269,664
-199,125
4487
$322K ﹤0.01%
5,166
-4,184
4488
$322K ﹤0.01%
30,181
+13,243
4489
$321K ﹤0.01%
6,414
+1,956
4490
$321K ﹤0.01%
16,946
-21,274
4491
$321K ﹤0.01%
34,474
-763,417
4492
$321K ﹤0.01%
40,736
-42,521
4493
$320K ﹤0.01%
262,497
-285,284
4494
$320K ﹤0.01%
15,945
-155,393
4495
$318K ﹤0.01%
20,528
-12,666
4496
$317K ﹤0.01%
120,951
-11,217
4497
$317K ﹤0.01%
27,292
-165,647
4498
$316K ﹤0.01%
8,341
-36,658
4499
$315K ﹤0.01%
38,593
+5,387
4500
$314K ﹤0.01%
20,176
+19,176
178 179
180
181 182