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
4501
$313K ﹤0.01%
14,505
-57,841
4502
$313K ﹤0.01%
11,075
-15,111
4503
$313K ﹤0.01%
24,403
+1,158
4504
$312K ﹤0.01%
159,902
-282,344
4505
$310K ﹤0.01%
6,444
-2,882
4506
$309K ﹤0.01%
37,387
-108,441
4507
$308K ﹤0.01%
279,997
+161,683
4508
$307K ﹤0.01%
16,727
-8,600
4509
$307K ﹤0.01%
41,058
-639,415
4510
$307K ﹤0.01%
35,929
-22,816
4511
$306K ﹤0.01%
108,715
-30,574
4512
$306K ﹤0.01%
15,292
-16,051
4513
$306K ﹤0.01%
33,429
-148,274
4514
$304K ﹤0.01%
37,703
-29,459
4515
$304K ﹤0.01%
16,986
+407
4516
$304K ﹤0.01%
13,690
-494
4517
$303K ﹤0.01%
5,768
-178
4518
$303K ﹤0.01%
30,850
-129,018
4519
$303K ﹤0.01%
10,672
-8,195
4520
$303K ﹤0.01%
+5,885
4521
$303K ﹤0.01%
78,969
+7,205
4522
$302K ﹤0.01%
132,836
-46,295
4523
$302K ﹤0.01%
91,090
+17,164
4524
$302K ﹤0.01%
67,534
+1,633
4525
$302K ﹤0.01%
66,311
-164,714
179 180
181
182 183